Y-Intercept (HK)
MDU icon

Y-Intercept (HK)’s MDU Resources MDU Stock Holding History

Y-Intercept (HK)’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
2026
Q3 		$538K Buy
29,024
+4,390
+18% +$88K 0.01% 1263
2026
Q2 		$522K Buy
+24,634
New +$536K 0.01% 1304
2025
Q4 		– Sell
-14,927
Closed -$266K – 1827
2025
Q3 		$266K Sell
14,927
-40,475
-73% -$676K 0.01% 1413
2025
Q2 		$924K Buy
55,402
+35,627
+180% +$599K 0.02% 974
2025
Q1 		$334K Sell
19,775
-22,594
-53% -$390K 0.02% 867
2024
Q4 		$763K Buy
+42,369
New +$743K 0.05% 543
2024
Q2 		– Sell
-21,736
Closed -$303K – 1708
2024
Q1 		$303K Sell
21,736
-93,932
-81% -$1.09M 0.02% 948
2023
Q4 		$1.27M Buy
115,668
+92,699
+404% +$978K 0.12% 236
2023
Q3 		$249K Sell
22,969
-83,746
-78% -$964K 0.02% 835
2023
Q2 		$1.24M Buy
106,715
+67,509
+172% +$759K 0.13% 224
2023
Q1 		$454K Buy
39,206
+10,459
+36% +$122K 0.05% 586
2022
Q4 		$332K Sell
28,747
-28,085
-49% -$316K 0.05% 612
2022
Q3 		$591K Buy
+56,832
New +$627K 0.06% 470
2022
Q2 		– Sell
-30,065
Closed -$305K – 1063
2022
Q1 		$305K Buy
+30,065
New +$318K 0.07% 438
2021
Q2 		– Sell
-17,029
Closed -$204K – 782
2021
Q1 		$204K Sell
17,029
-16,136
-49% -$176K 0.05% 556
2020
Q4 		$327K Buy
+33,165
New +$310K 0.14% 282

Other funds holding MDU

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Y-Intercept (HK)'s MDU Position: Q3 2026 in Review

Y-Intercept (HK) increased its MDU Resources (MDU) stake by 18% in Q3 2026, buying an estimated $88K and bringing the position to 29,024 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #1263.

Y-Intercept (HK) first reported a position in MDU in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.27M in Q4 2023. 249 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Y-Intercept (HK) held 29,024 shares of MDU Resources worth $538K as of Q3 2026.
  • Y-Intercept (HK) bought 4,390 MDU Resources shares in Q3 2026, an estimated $88K.
  • MDU Resources made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1263 holding.
  • Y-Intercept (HK) first reported a position in MDU Resources in Q4 2020 and has held it in 16 quarters since.
  • Y-Intercept (HK)'s MDU Resources position peaked at $1.27M in Q4 2023.
  • 249 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.