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Harvest Group Wealth Management’s Mueller Industries MLI Stock Holding History

Harvest Group Wealth 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
2020
Q4 		– Sell
-28
Closed – – 771
2020
Q3 		$0 Hold
28
– – ﹤0.01% 726
2020
Q2 		$0 Hold
28
– – ﹤0.01% 706
2020
Q1 		$0 Sell
28
-456
-94% -$3.28K ﹤0.01% 788
2019
Q4 		$3K Hold
484
– – ﹤0.01% 518
2019
Q3 		$3K Hold
484
– – ﹤0.01% 573
2019
Q2 		$3K Hold
484
– – ﹤0.01% 461
2019
Q1 		$4K Buy
+484
New +$3.56K ﹤0.01% 436

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $617B AUM 30.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Harvest Group Wealth Management's MLI Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Mueller Industries (MLI) in Q4 2020, closing a stake of 28 shares.

Harvest Group Wealth Management first reported a position in MLI in Q1 2019 and held it in 7 quarters. The position peaked at $4K in Q1 2019. 193 funds tracked by Wall St. Rank hold MLI as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Mueller Industries position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 28 Mueller Industries shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in Mueller Industries in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's Mueller Industries position peaked at $4K in Q1 2019.
  • 193 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.