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Waratah Capital Advisors’s MDU Resources MDU Stock Holding History

Waratah Capital Advisors’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
2024
Q4 		– Sell
-1,477,109
Closed -$22.4M – 182
2024
Q3 		$22.4M Buy
1,477,109
+578,235
+64% +$8.23M 0.44% 40
2024
Q2 		$12.5M Buy
898,874
+717,071
+394% +$9.9M 0.46% 59
2024
Q1 		$2.54M Buy
+181,803
New +$2.1M 0.08% 104
2016
Q1 		– Sell
-30,323
Closed -$211K – 181
2015
Q4 		$211K Buy
30,323
+1,815
+6% +$12.6K 0.04% 123
2015
Q3 		$186K Buy
+28,508
New +$194K 0.04% 96

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waratah Capital Advisors's MDU Position: Q4 2024 in Review

Waratah Capital Advisors sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 1,477,109 shares — an estimated $22.4M sold.

Waratah Capital Advisors first reported a position in MDU in Q3 2015 and held it in 5 quarters. The position peaked at $22.4M in Q3 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Waratah Capital Advisors reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Waratah Capital Advisors sold 1,477,109 MDU Resources shares in Q4 2024, an estimated $22.4M.
  • Waratah Capital Advisors first reported a position in MDU Resources in Q3 2015 and held it in 5 quarters.
  • Waratah Capital Advisors's MDU Resources position peaked at $22.4M in Q3 2024.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Waratah Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.