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BBJS Financial Advisors’s Miller Industries MLR Stock Holding History

BBJS Financial Advisors’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
2023
Q2 		– Sell
-292
Closed -$10.3K – 129
2023
Q1 		$10.3K Sell
292
-33,731
-99% -$999K ﹤0.01% 89
2022
Q4 		$907K Buy
+34,023
New +$872K 0.41% 31

Other funds holding MLR

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

BBJS Financial Advisors's MLR Position: Q2 2023 in Review

BBJS Financial Advisors sold out of Miller Industries (MLR) in Q2 2023, closing a stake of 292 shares — an estimated $10.3K sold.

BBJS Financial Advisors first reported a position in MLR in Q4 2022 and held it in 2 quarters. The position peaked at $907K in Q4 2022. 105 funds tracked by Wall St. Rank hold MLR as of Q2 2023.

  • BBJS Financial Advisors reported no remaining Miller Industries position as of Q2 2023 after selling out during the quarter.
  • BBJS Financial Advisors sold 292 Miller Industries shares in Q2 2023, an estimated $10.3K.
  • BBJS Financial Advisors first reported a position in Miller Industries in Q4 2022 and held it in 2 quarters.
  • BBJS Financial Advisors's Miller Industries position peaked at $907K in Q4 2022.
  • 105 funds tracked by Wall St. Rank held Miller Industries as of Q2 2023.

Based on BBJS Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.