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Disciplined Investments’s Mueller Industries MLI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-56
Closed -$1.22K – 978
2023
Q2 		$1.22K Hold
56
– – ﹤0.01% 874
2023
Q1 		$1.03K Sell
56
-8
-13% -$140 ﹤0.01% 938
2022
Q4 		$944 Buy
64
+4
+7% +$64 ﹤0.01% 931
2022
Q3 		$1K Buy
60
+12
+25% +$187 ﹤0.01% 992
2022
Q2 		$1K Hold
48
– – ﹤0.01% 1011
2022
Q1 		$1K Buy
+48
New +$680 ﹤0.01% 1076

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Disciplined Investments's MLI Position: Q3 2023 in Review

Disciplined Investments sold out of Mueller Industries (MLI) in Q3 2023, closing a stake of 56 shares — an estimated $1.22K sold.

Disciplined Investments first reported a position in MLI in Q1 2022 and held it in 6 quarters. The position peaked at $1.22K in Q2 2023. 358 funds tracked by Wall St. Rank hold MLI as of Q3 2023.

  • Disciplined Investments reported no remaining Mueller Industries position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 56 Mueller Industries shares in Q3 2023, an estimated $1.22K.
  • Disciplined Investments first reported a position in Mueller Industries in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Mueller Industries position peaked at $1.22K in Q2 2023.
  • 358 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.