Van Hulzen Asset Management’s MDU Resources MDU Stock Holding History

Van Hulzen Asset Management’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-321	Closed	-$5.79K	–	774
2024 Q4	$5.79K	Buy	+321	New	+$5.63K	﹤0.01%	834
2020 Q1	–	Sell	-18,244	Closed	-$206K	–	278
2019 Q4	$206K	Buy	+18,244	New	+$199K	0.04%	265
2016 Q4	–	Sell	-17,515	Closed	-$169K	–	155
2016 Q3	$169K	Hold	17,515	–	–	0.09%	121
2016 Q2	$160K	Buy	+17,515	New	+$143K	0.09%	112

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Van Hulzen Asset Management's MDU Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 321 shares — an estimated $5.79K sold.

Van Hulzen Asset Management first reported a position in MDU in Q2 2016 and held it in 4 quarters. The position peaked at $206K in Q4 2019. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

Van Hulzen Asset Management reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 321 MDU Resources shares in Q1 2025, an estimated $5.79K.
Van Hulzen Asset Management first reported a position in MDU Resources in Q2 2016 and held it in 4 quarters.
Van Hulzen Asset Management's MDU Resources position peaked at $206K in Q4 2019.
401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.