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Aperio Group’s Mueller Industries MLI Stock Holding History

Aperio Group’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
2020
Q4 		$631K Buy
71,900
+16,176
+29% +$130K ﹤0.01% 1850
2020
Q3 		$377K Buy
55,724
+2,028
+4% +$14.5K ﹤0.01% 1969
2020
Q2 		$357K Buy
53,696
+18,492
+53% +$116K ﹤0.01% 1945
2020
Q1 		$211K Sell
35,204
-632
-2% -$4.54K ﹤0.01% 2077
2019
Q4 		$284K Buy
35,836
+2,500
+7% +$19.1K ﹤0.01% 2087
2019
Q3 		$239K Buy
33,336
+656
+2% +$4.6K ﹤0.01% 2109
2019
Q2 		$239K Buy
32,680
+6,620
+25% +$48.4K ﹤0.01% 2112
2019
Q1 		$204K Buy
+26,060
New +$192K ﹤0.01% 2156
2018
Q4 		– Sell
-56,008
Closed -$406K – 2320
2018
Q3 		$406K Sell
56,008
-2,092
-4% -$16.1K ﹤0.01% 1879
2018
Q2 		$429K Buy
58,100
+10,976
+23% +$79.4K ﹤0.01% 1819
2018
Q1 		$308K Sell
47,124
-6,280
-12% -$47.5K ﹤0.01% 1945
2017
Q4 		$473K Sell
53,404
-2,660
-5% -$23.3K ﹤0.01% 1726
2017
Q3 		$490K Sell
56,064
-2,432
-4% -$18.6K ﹤0.01% 1665
2017
Q2 		$445K Buy
58,496
+5,736
+11% +$44.3K ﹤0.01% 1703
2017
Q1 		$451K Buy
52,760
+1,892
+4% +$18.4K ﹤0.01% 1608
2016
Q4 		$508K Sell
50,868
-1,564
-3% -$13.8K ﹤0.01% 1506
2016
Q3 		$425K Buy
52,432
+3,520
+7% +$29.6K ﹤0.01% 1542
2016
Q2 		$390K Buy
48,912
+296
+0.6% +$2.29K ﹤0.01% 1519
2016
Q1 		$358K Buy
+48,616
New +$321K ﹤0.01% 1549
2015
Q3 		– Sell
-34,544
Closed -$300K – 1974
2015
Q2 		$300K Buy
34,544
+4,460
+15% +$39.9K ﹤0.01% 1634
2015
Q1 		$272K Buy
30,084
+2,112
+8% +$18K ﹤0.01% 1637
2014
Q4 		$239K Buy
+27,972
New +$222K ﹤0.01% 1640

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Aperio Group's MLI Position: Q4 2020 in Review

Aperio Group increased its Mueller Industries (MLI) stake by 29% in Q4 2020, buying an estimated $130K and bringing the position to 71,900 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Aperio Group first reported a position in MLI in Q4 2014 and has held it in 22 quarters since. 193 funds tracked by Wall St. Rank hold MLI as of Q4 2020.

  • Aperio Group held 71,900 shares of Mueller Industries worth $631K as of Q4 2020.
  • Aperio Group bought 16,176 Mueller Industries shares in Q4 2020, an estimated $130K.
  • Mueller Industries made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1850 holding.
  • Aperio Group first reported a position in Mueller Industries in Q4 2014 and has held it in 22 quarters since.
  • 193 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.