AG
MWA icon

Aperio Group’s Mueller Water Products MWA Stock Holding History

Aperio Group’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$385K Sell
31,126
-1,561
-5% -$17.9K ﹤0.01% 2079
2020
Q3 		$340K Buy
32,687
+2,681
+9% +$28K ﹤0.01% 2012
2020
Q2 		$283K Sell
30,006
-48,642
-62% -$436K ﹤0.01% 2051
2020
Q1 		$630K Sell
78,648
-8,808
-10% -$96.8K ﹤0.01% 1524
2019
Q4 		$1.05M Sell
87,456
-1,609
-2% -$18.4K ﹤0.01% 1411
2019
Q3 		$1M Buy
89,065
+8,948
+11% +$91.4K ﹤0.01% 1395
2019
Q2 		$787K Sell
80,117
-7,913
-9% -$79K ﹤0.01% 1520
2019
Q1 		$884K Buy
88,030
+465
+0.5% +$4.67K ﹤0.01% 1422
2018
Q4 		$797K Buy
87,565
+17,221
+24% +$181K ﹤0.01% 1429
2018
Q3 		$810K Buy
70,344
+2,718
+4% +$32.2K ﹤0.01% 1525
2018
Q2 		$793K Buy
67,626
+1,922
+3% +$21.5K ﹤0.01% 1517
2018
Q1 		$714K Sell
65,704
-1,487
-2% -$17.1K ﹤0.01% 1514
2017
Q4 		$842K Sell
67,191
-234
-0.3% -$2.89K ﹤0.01% 1413
2017
Q3 		$863K Buy
67,425
+7,747
+13% +$92K ﹤0.01% 1356
2017
Q2 		$697K Buy
59,678
+6,397
+12% +$73.5K ﹤0.01% 1442
2017
Q1 		$630K Buy
53,281
+1,900
+4% +$24.1K ﹤0.01% 1422
2016
Q4 		$684K Buy
51,381
+3,402
+7% +$43.7K 0.01% 1331
2016
Q3 		$602K Buy
47,979
+5,664
+13% +$67.8K ﹤0.01% 1349
2016
Q2 		$483K Buy
42,315
+550
+1% +$5.87K ﹤0.01% 1401
2016
Q1 		$413K Buy
41,765
+9,600
+30% +$82.1K ﹤0.01% 1469
2015
Q4 		$277K Buy
32,165
+4,806
+18% +$42K ﹤0.01% 1664
2015
Q3 		$210K Sell
27,359
-2,122
-7% -$18.2K ﹤0.01% 1747
2015
Q2 		$268K Buy
29,481
+5,822
+25% +$56.1K ﹤0.01% 1703
2015
Q1 		$233K Buy
23,659
+4,307
+22% +$41.3K ﹤0.01% 1733
2014
Q4 		$198K Buy
19,352
+1,345
+7% +$12.8K ﹤0.01% 1754
2014
Q3 		$149K Buy
18,007
+5,359
+42% +$46.4K ﹤0.01% 1655
2014
Q2 		$109K Sell
12,648
-41
-0.3% -$363 ﹤0.01% 1678
2014
Q1 		$121K Buy
+12,689
New +$116K ﹤0.01% 1939
2013
Q4 		– Hold
0
– – – 1910

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Aperio Group's MWA Position: Q4 2020 in Review

Aperio Group reduced its Mueller Water Products (MWA) stake by 4.8% in Q4 2020, selling an estimated $17.9K and leaving 31,126 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Aperio Group first reported a position in MWA in Q1 2014 and has held it in 28 quarters since. The position peaked at $1.05M in Q4 2019. 216 funds tracked by Wall St. Rank hold MWA as of Q4 2020.

  • Aperio Group held 31,126 shares of Mueller Water Products worth $385K as of Q4 2020.
  • Aperio Group sold 1,561 Mueller Water Products shares in Q4 2020, an estimated $17.9K.
  • Mueller Water Products made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2079 holding.
  • Aperio Group first reported a position in Mueller Water Products in Q1 2014 and has held it in 28 quarters since.
  • Aperio Group's Mueller Water Products position peaked at $1.05M in Q4 2019.
  • 216 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2020.

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