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Graves Light Lenhart Wealth’s Mueller Industries MLI Stock Holding History

Graves Light Lenhart Wealth’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
2021
Q3 		– Sell
-504
Closed -$5K – 750
2021
Q2 		$5K Sell
504
-440
-47% -$4.98K ﹤0.01% 634
2021
Q1 		$10K Hold
944
– – ﹤0.01% 569
2020
Q4 		$8K Buy
+944
New +$7.56K ﹤0.01% 572

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Graves Light Lenhart Wealth's MLI Position: Q3 2021 in Review

Graves Light Lenhart Wealth sold out of Mueller Industries (MLI) in Q3 2021, closing a stake of 504 shares — an estimated $5K sold.

Graves Light Lenhart Wealth first reported a position in MLI in Q4 2020 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 212 funds tracked by Wall St. Rank hold MLI as of Q3 2021.

  • Graves Light Lenhart Wealth reported no remaining Mueller Industries position as of Q3 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 504 Mueller Industries shares in Q3 2021, an estimated $5K.
  • Graves Light Lenhart Wealth first reported a position in Mueller Industries in Q4 2020 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's Mueller Industries position peaked at $10K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.