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Herold Advisors’s Mueller Industries MLI Stock Holding History

Herold 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
Q2 		– Sell
-6,000
Closed -$81.3K – 475
2022
Q1 		$81.3K Buy
+6,000
New +$84.9K 0.03% 302
2021
Q4 		– Sell
-6,000
Closed -$61K – 463
2021
Q3 		$61K Buy
+6,000
New +$64.2K 0.02% 344

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Herold Advisors's MLI Position: Q2 2022 in Review

Herold Advisors sold out of Mueller Industries (MLI) in Q2 2022, closing a stake of 6,000 shares — an estimated $81.3K sold.

Herold Advisors first reported a position in MLI in Q3 2021 and held it in 2 quarters. The position peaked at $81.3K in Q1 2022. 275 funds tracked by Wall St. Rank hold MLI as of Q2 2022.

  • Herold Advisors reported no remaining Mueller Industries position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 6,000 Mueller Industries shares in Q2 2022, an estimated $81.3K.
  • Herold Advisors first reported a position in Mueller Industries in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Mueller Industries position peaked at $81.3K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.