Allworth Financial’s Miller Industries MLR Stock Holding History

Allworth Financial’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
2026 Q1	$15.1K	Buy	332 +32	+11%	+$1.37K	﹤0.01%	3191
2025 Q4	$11.2K	Sell	300 -26	-8%	-$1.01K	﹤0.01%	3190
2025 Q3	$13.2K	Buy	326 +15	+5%	+$632	﹤0.01%	2969
2025 Q2	$13.8K	Buy	311 +11	+4%	+$478	﹤0.01%	2737
2025 Q1	$12.7K	Hold	300	–	–	﹤0.01%	2320
2024 Q4	$20.6K	Hold	300	–	–	﹤0.01%	2078
2024 Q3	$18.3K	Hold	300	–	–	﹤0.01%	1974
2024 Q2	$18.6K	Hold	300	–	–	﹤0.01%	1926
2024 Q1	$15K	Hold	300	–	–	﹤0.01%	1926
2023 Q4	$12.7K	Hold	300	–	–	﹤0.01%	1887
2023 Q3	$11.8K	Hold	300	–	–	﹤0.01%	1784
2023 Q2	$10.6K	Hold	300	–	–	﹤0.01%	1844
2023 Q1	$10.6K	Hold	300	–	–	﹤0.01%	1771
2022 Q4	$8K	Hold	300	–	–	﹤0.01%	1752
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	1826
2022 Q2	$7K	Hold	300	–	–	﹤0.01%	1671
2022 Q1	$8K	Hold	300	–	–	﹤0.01%	1542
2021 Q4	$10K	Buy	+300	New	+$10.4K	﹤0.01%	1382

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return