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Disciplined Investments’s Mueller Water Products MWA Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-32
Closed -$519 – 1027
2023
Q2 		$519 Buy
32
+1
+3% +$14 ﹤0.01% 1212
2023
Q1 		$432 Buy
31
+13
+72% +$169 ﹤0.01% 1277
2022
Q4 		$194 Sell
18
-3
-14% -$33 ﹤0.01% 1435
2022
Q3 		$0 Sell
21
-9
-30% -$105 ﹤0.01% 1466
2022
Q2 		$0 Buy
30
+4
+15% +$48 ﹤0.01% 1494
2022
Q1 		$0 Buy
+26
New +$336 ﹤0.01% 1518

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Investments's MWA Position: Q3 2023 in Review

Disciplined Investments sold out of Mueller Water Products (MWA) in Q3 2023, closing a stake of 32 shares — an estimated $519 sold.

Disciplined Investments first reported a position in MWA in Q1 2022 and held it in 6 quarters. The position peaked at $519 in Q2 2023. 230 funds tracked by Wall St. Rank hold MWA as of Q3 2023.

  • Disciplined Investments reported no remaining Mueller Water Products position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 32 Mueller Water Products shares in Q3 2023, an estimated $519.
  • Disciplined Investments first reported a position in Mueller Water Products in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Mueller Water Products position peaked at $519 in Q2 2023.
  • 230 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2023.

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