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Essex Investment Management’s Mueller Water Products MWA Stock Holding History

Essex Investment Management’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
-73,333
Closed -$1.59M – 316
2024
Q3 		$1.59M Sell
73,333
-1,366
-2% -$27.5K 0.28% 132
2024
Q2 		$1.34M Sell
74,699
-79,457
-52% -$1.37M 0.25% 139
2024
Q1 		$2.48M Sell
154,156
-32,608
-17% -$485K 0.49% 76
2023
Q4 		$2.69M Buy
+186,764
New +$2.47M 0.53% 62
2020
Q4 		– Sell
-58,697
Closed -$610K – 500
2020
Q3 		$610K Buy
58,697
+9,105
+18% +$95K 0.09% 281
2020
Q2 		$468K Sell
49,592
-2,605
-5% -$23.3K 0.08% 266
2020
Q1 		$418K Buy
52,197
+514
+1% +$5.65K 0.08% 236
2019
Q4 		$619K Buy
51,683
+2,145
+4% +$24.5K 0.08% 291
2019
Q3 		$557K Buy
49,538
+7,520
+18% +$76.8K 0.08% 282
2019
Q2 		$413K Sell
42,018
-5,637
-12% -$56.3K 0.06% 318
2019
Q1 		$478K Sell
47,655
-20,003
-30% -$201K 0.07% 270
2018
Q4 		$616K Sell
67,658
-3,598
-5% -$37.7K 0.1% 243
2018
Q3 		$820K Sell
71,256
-249
-0.3% -$2.95K 0.1% 256
2018
Q2 		$838K Sell
71,505
-6,076
-8% -$67.9K 0.1% 237
2018
Q1 		$843K Sell
77,581
-9,073
-10% -$104K 0.11% 231
2017
Q4 		$1.09M Sell
86,654
-421
-0.5% -$5.19K 0.14% 206
2017
Q3 		$1.11M Sell
87,075
-3,259
-4% -$38.7K 0.15% 201
2017
Q2 		$1.05M Buy
+90,334
New +$1.04M 0.15% 194

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Essex Investment Management's MWA Position: Q4 2024 in Review

Essex Investment Management sold out of Mueller Water Products (MWA) in Q4 2024, closing a stake of 73,333 shares — an estimated $1.59M sold.

Essex Investment Management first reported a position in MWA in Q2 2017 and held it in 18 quarters. The position peaked at $2.69M in Q4 2023. 338 funds tracked by Wall St. Rank hold MWA as of Q4 2024.

  • Essex Investment Management reported no remaining Mueller Water Products position as of Q4 2024 after selling out during the quarter.
  • Essex Investment Management sold 73,333 Mueller Water Products shares in Q4 2024, an estimated $1.59M.
  • Essex Investment Management first reported a position in Mueller Water Products in Q2 2017 and held it in 18 quarters.
  • Essex Investment Management's Mueller Water Products position peaked at $2.69M in Q4 2023.
  • 338 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2024.

Based on Essex Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.