Claris Advisors’s Mueller Industries MLI Stock Holding History

Claris 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
2024 Q4	–	Sell	-20	Closed	-$741	–	722
2024 Q3	$741	Buy	+20	New	+$670	﹤0.01%	510

Other funds holding MLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Claris Advisors's MLI Position: Q4 2024 in Review

Claris Advisors sold out of Mueller Industries (MLI) in Q4 2024, closing a stake of 20 shares — an estimated $741 sold.

Claris Advisors first reported a position in MLI in Q3 2024 and held it in 1 quarter. The position peaked at $741 in Q3 2024. 520 funds tracked by Wall St. Rank hold MLI as of Q4 2024.

Claris Advisors reported no remaining Mueller Industries position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 20 Mueller Industries shares in Q4 2024, an estimated $741.
Claris Advisors first reported a position in Mueller Industries in Q3 2024 and held it in 1 quarter.
Claris Advisors's Mueller Industries position peaked at $741 in Q3 2024.
520 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.