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HC Financial Advisors’s Mueller Industries MLI Stock Holding History

HC Financial Advisors’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
2022
Q1 		– Sell
-296
Closed -$4K – 325
2021
Q4 		$4K Hold
296
– – ﹤0.01% 291
2021
Q3 		$3K Hold
296
– – ﹤0.01% 290
2021
Q2 		$3K Hold
296
– – ﹤0.01% 306
2021
Q1 		$3K Hold
296
– – ﹤0.01% 313
2020
Q4 		$3K Hold
296
– – ﹤0.01% 321
2020
Q3 		$2K Hold
296
– – ﹤0.01% 347
2020
Q2 		$2K Hold
296
– – ﹤0.01% 325
2020
Q1 		$2K Buy
+296
New +$2.13K ﹤0.01% 359

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HC Financial Advisors's MLI Position: Q1 2022 in Review

HC Financial Advisors sold out of Mueller Industries (MLI) in Q1 2022, closing a stake of 296 shares — an estimated $4K sold.

HC Financial Advisors first reported a position in MLI in Q1 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 270 funds tracked by Wall St. Rank hold MLI as of Q1 2022.

  • HC Financial Advisors reported no remaining Mueller Industries position as of Q1 2022 after selling out during the quarter.
  • HC Financial Advisors sold 296 Mueller Industries shares in Q1 2022, an estimated $4K.
  • HC Financial Advisors first reported a position in Mueller Industries in Q1 2020 and held it in 8 quarters.
  • HC Financial Advisors's Mueller Industries position peaked at $4K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2022.

Based on HC Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.