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Advisory Research’s Miller Industries MLR Stock Holding History

Advisory Research’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60,752
Closed -$2.7M – 153
2025
Q2 		$2.7M Sell
60,752
-3,042
-5% -$132K 0.41% 54
2025
Q1 		$2.7M Sell
63,794
-207,864
-77% -$12.1M 0.48% 50
2024
Q4 		$17.8M Sell
271,658
-99,291
-27% -$6.76M 2.95% 8
2024
Q3 		$22.6M Sell
370,949
-6,209
-2% -$373K 4.02% 1
2024
Q2 		$20.8M Buy
377,158
+5,780
+2% +$318K 3.9% 1
2024
Q1 		$18.6M Buy
371,378
+20,140
+6% +$878K 3.7% 2
2023
Q4 		$14.9M Sell
351,238
-16,075
-4% -$633K 2.29% 3
2023
Q3 		$14.4M Buy
367,313
+32,807
+10% +$1.26M 2% 2
2023
Q2 		$11.9M Buy
334,506
+21,315
+7% +$739K 1.52% 6
2023
Q1 		$11.1M Buy
313,191
+88,412
+39% +$2.62M 1.82% 6
2022
Q4 		$5.99M Buy
224,779
+101,174
+82% +$2.59M 0.56% 39
2022
Q3 		$2.63M Buy
+123,605
New +$2.86M 0.26% 73
2014
Q2 		– Sell
-81,725
Closed -$1.6M – 543
2014
Q1 		$1.6M Hold
81,725
– – 0.02% 200
2013
Q4 		$1.52M Sell
81,725
-4,125
-5% -$74.2K 0.02% 213
2013
Q3 		$1.46M Buy
85,850
+6,630
+8% +$109K 0.02% 219
2013
Q2 		$1.22M Buy
+79,220
New +$1.23M 0.01% 233

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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