Covestor’s Miller Industries MLR Stock Holding History

Covestor’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
2026 Q1	$1K	Sell	15 -5	-25%	-$213	﹤0.01%	2088
2025 Q4	$1K	Buy	20 +7	+54%	+$272	﹤0.01%	2117
2025 Q3	$1K	Sell	13 -12	-48%	-$505	﹤0.01%	2129
2025 Q2	$1K	Sell	25 -5	-17%	-$217	﹤0.01%	2051
2025 Q1	$1K	Sell	30 -22	-42%	-$1.28K	﹤0.01%	2034
2024 Q4	$3K	Buy	52 +32	+160%	+$2.18K	﹤0.01%	1813
2024 Q3	$1K	Sell	20 -9	-31%	-$541	﹤0.01%	2036
2024 Q2	$2K	Buy	29 +3	+12%	+$165	﹤0.01%	1869
2024 Q1	$1K	Buy	+26	New	+$1.13K	﹤0.01%	2032
2023 Q4	–	Hold	0	–	–	–	2501
2023 Q3	–	Hold	0	–	–	–	2483
2023 Q2	–	Sell	-6	Closed	-$208	–	2461
2023 Q1	$0	Hold	6	–	–	﹤0.01%	2377
2022 Q4	$0	Sell	6 -9	-60%	-$231	﹤0.01%	2397
2022 Q3	$0	Buy	+15	New	+$347	﹤0.01%	2367

Other funds holding MLR

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Geode Capital Management

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