Claris Advisors’s Mueller Water Products MWA Stock Holding History

Claris Advisors’s Portfolio MWA Stock Details MWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10	Closed	-$217	–	754
2024 Q3	$217	Buy	+10	New	+$201	﹤0.01%	938

Other funds holding MWA

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Claris Advisors's MWA Position: Q4 2024 in Review

Claris Advisors sold out of Mueller Water Products (MWA) in Q4 2024, closing a stake of 10 shares — an estimated $217 sold.

Claris Advisors first reported a position in MWA in Q3 2024 and held it in 1 quarter. The position peaked at $217 in Q3 2024. 338 funds tracked by Wall St. Rank hold MWA as of Q4 2024.

Claris Advisors reported no remaining Mueller Water Products position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 10 Mueller Water Products shares in Q4 2024, an estimated $217.
Claris Advisors first reported a position in Mueller Water Products in Q3 2024 and held it in 1 quarter.
Claris Advisors's Mueller Water Products position peaked at $217 in Q3 2024.
338 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2024.

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