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Eagle Ridge Investment Management’s Mueller Industries MLI Stock Holding History

Eagle Ridge Investment Management’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 		$215K Hold
5,424
– – 0.02% 141
2024
Q3 		$201K Buy
+5,424
New +$182K 0.02% 142

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Eagle Ridge Investment Management's MLI Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Mueller Industries (MLI) position steady in Q4 2024 at 5,424 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #141.

Eagle Ridge Investment Management first reported a position in MLI in Q3 2024 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold MLI as of Q4 2024.

  • Eagle Ridge Investment Management held 5,424 shares of Mueller Industries worth $215K as of Q4 2024.
  • Eagle Ridge Investment Management left its Mueller Industries share count unchanged in Q4 2024.
  • Mueller Industries made up 0.02% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #141 holding.
  • Eagle Ridge Investment Management first reported a position in Mueller Industries in Q3 2024 and has held it in 2 quarters since.
  • 520 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.