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Bailard’s Miller Industries MLR Stock Holding History

Bailard’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
Q1 		– Sell
-3,800
Closed -$248K – 808
2024
Q4 		$248K Sell
3,800
-700
-16% -$47.7K 0.01% 637
2024
Q3 		$275K Buy
+4,500
New +$270K 0.01% 616
2018
Q1 		– Sell
-16,400
Closed -$423K – 498
2017
Q4 		$423K Buy
+16,400
New +$444K 0.03% 332
2016
Q1 		– Sell
-77,126
Closed -$1.68M – 311
2015
Q4 		$1.68M Buy
+77,126
New +$1.68M 0.74% 33

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bailard's MLR Position: Q1 2025 in Review

Bailard sold out of Miller Industries (MLR) in Q1 2025, closing a stake of 3,800 shares — an estimated $248K sold.

Bailard first reported a position in MLR in Q4 2015 and held it in 4 quarters. The position peaked at $1.68M in Q4 2015. 158 funds tracked by Wall St. Rank hold MLR as of Q1 2025.

  • Bailard reported no remaining Miller Industries position as of Q1 2025 after selling out during the quarter.
  • Bailard sold 3,800 Miller Industries shares in Q1 2025, an estimated $248K.
  • Bailard first reported a position in Miller Industries in Q4 2015 and held it in 4 quarters.
  • Bailard's Miller Industries position peaked at $1.68M in Q4 2015.
  • 158 funds tracked by Wall St. Rank held Miller Industries as of Q1 2025.

Based on Bailard's 13F filing for Q1 2025, filed 2 May 2025.