EverSource Wealth Advisors’s Miller Industries MLR Stock Holding History

EverSource Wealth Advisors’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	$19.7K	Sell	432 -280	-39%	-$12K	﹤0.01%	2516
2025 Q4	$26.6K	Sell	712 -304	-30%	-$11.8K	﹤0.01%	2197
2025 Q3	$41.1K	Buy	1,016 +192	+23%	+$8.09K	﹤0.01%	1845
2025 Q2	$36.6K	Buy	824 +329	+66%	+$14.3K	﹤0.01%	1832
2025 Q1	$21K	Buy	495 +16	+3%	+$930	﹤0.01%	1663
2024 Q4	$31.3K	Sell	479 -24	-5%	-$1.63K	﹤0.01%	1393
2024 Q3	$30.7K	Sell	503 -39	-7%	-$2.34K	﹤0.01%	1272
2024 Q2	$36.8K	Sell	542 -55	-9%	-$3.02K	﹤0.01%	1242
2024 Q1	$29.1K	Hold	597	–	–	﹤0.01%	1195
2023 Q4	$25.2K	Sell	597 -64	-10%	-$2.52K	﹤0.01%	1139
2023 Q3	$25.9K	Hold	661	–	–	﹤0.01%	1035
2023 Q2	$23.4K	Hold	661	–	–	﹤0.01%	1091
2023 Q1	$23.4K	Hold	661	–	–	﹤0.01%	1017
2022 Q4	$17.6K	Sell	661 -111	-14%	-$2.84K	﹤0.01%	1102
2022 Q3	$16K	Buy	+772	New	+$17.8K	﹤0.01%	981
2022 Q2	–	Sell	-143	Closed	-$4K	–	1827
2022 Q1	$4K	Buy	+143	New	+$4.4K	﹤0.01%	1349

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