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Advisory Research’s Mueller Industries MLI Stock Holding History

Advisory Research’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
2023
Q4 		– Sell
-42,860
Closed -$805K – 423
2023
Q3 		$805K Sell
42,860
-57,592
-57% -$1.14M 0.11% 217
2023
Q2 		$2.19M Buy
100,452
+49,072
+96% +$933K 0.28% 97
2023
Q1 		$944K Sell
51,380
-14,088
-22% -$246K 0.16% 161
2022
Q4 		$966K Sell
65,468
-12,096
-16% -$193K 0.09% 167
2022
Q3 		$1.15M Buy
+77,564
New +$1.21M 0.11% 139

Other funds holding MLI

BlackRock
BlackRock New York $5.7T 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return