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Belpointe Asset Management’s Miller Industries MLR Stock Holding History

Belpointe Asset Management’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
-85
Closed -$3K – 2249
2023
Q1 		$3K Hold
85
– – ﹤0.01% 3197
2022
Q4 		$2.27K Buy
+85
New +$2.18K ﹤0.01% 3218

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Dimensional Fund Advisors
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Belpointe Asset Management's MLR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Miller Industries (MLR) in Q2 2023, closing a stake of 85 shares — an estimated $3K sold.

Belpointe Asset Management first reported a position in MLR in Q4 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2023. 104 funds tracked by Wall St. Rank hold MLR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Miller Industries position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 85 Miller Industries shares in Q2 2023, an estimated $3K.
  • Belpointe Asset Management first reported a position in Miller Industries in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Miller Industries position peaked at $3K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Miller Industries as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.