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Carroll Financial Associates’s Mueller Industries MLI Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-236
Closed -$2K – 1786
2021
Q1 		$2K Buy
+236
New +$2.32K ﹤0.01% 1510

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Carroll Financial Associates's MLI Position: Q2 2021 in Review

Carroll Financial Associates sold out of Mueller Industries (MLI) in Q2 2021, closing a stake of 236 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in MLI in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 202 funds tracked by Wall St. Rank hold MLI as of Q2 2021.

  • Carroll Financial Associates reported no remaining Mueller Industries position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 236 Mueller Industries shares in Q2 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in Mueller Industries in Q1 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Mueller Industries position peaked at $2K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.