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Berman Capital Advisors’s Mueller Industries MLI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$42K Buy
4,176
+748
+22% +$8K 0.01% 745
2021
Q2 		$37K Buy
3,428
+292
+9% +$3.3K 0.01% 691
2021
Q1 		$32K Buy
3,136
+2,948
+1,568% +$29K 0.01% 632
2020
Q4 		$1K Hold
188
– – ﹤0.01% 1556
2020
Q3 		$1K Hold
188
– – ﹤0.01% 1469
2020
Q2 		$1K Buy
+188
New +$1.18K ﹤0.01% 1454

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's MLI Position: Q3 2021 in Review

Berman Capital Advisors increased its Mueller Industries (MLI) stake by 22% in Q3 2021, buying an estimated $8K and bringing the position to 4,176 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #745.

Berman Capital Advisors first reported a position in MLI in Q2 2020 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold MLI as of Q3 2021.

  • Berman Capital Advisors held 4,176 shares of Mueller Industries worth $42K as of Q3 2021.
  • Berman Capital Advisors bought 748 Mueller Industries shares in Q3 2021, an estimated $8K.
  • Mueller Industries made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #745 holding.
  • Berman Capital Advisors first reported a position in Mueller Industries in Q2 2020 and has held it in 6 quarters since.
  • 212 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.