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Abound Wealth Management’s Mueller Industries MLI Stock Holding History

Abound Wealth Management’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$741 – 1314
2024
Q3 		$741 Hold
20
– – ﹤0.01% 807
2024
Q2 		$570 Hold
20
– – ﹤0.01% 789
2024
Q1 		$540 Hold
20
– – ﹤0.01% 872
2023
Q4 		$472 Sell
20
-4
-17% -$81 ﹤0.01% 939
2023
Q3 		$451 Hold
24
– – ﹤0.01% 837
2023
Q2 		$524 Buy
+24
New +$456 ﹤0.01% 826

Other funds holding MLI

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Abound Wealth Management's MLI Position: Q4 2024 in Review

Abound Wealth Management sold out of Mueller Industries (MLI) in Q4 2024, closing a stake of 20 shares — an estimated $741 sold.

Abound Wealth Management first reported a position in MLI in Q2 2023 and held it in 6 quarters. The position peaked at $741 in Q3 2024. 520 funds tracked by Wall St. Rank hold MLI as of Q4 2024.

  • Abound Wealth Management reported no remaining Mueller Industries position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 20 Mueller Industries shares in Q4 2024, an estimated $741.
  • Abound Wealth Management first reported a position in Mueller Industries in Q2 2023 and held it in 6 quarters.
  • Abound Wealth Management's Mueller Industries position peaked at $741 in Q3 2024.
  • 520 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.