Jones Financial Companies
MLR icon

Jones Financial Companies’s Miller Industries MLR Stock Holding History

Jones Financial Companies’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 		$18.1K Hold
401
– – ﹤0.01% 3337
2025
Q4 		$15K Sell
401
-332
-45% -$12.9K ﹤0.01% 3054
2025
Q3 		$28.9K Sell
733
-1,351
-65% -$56.9K ﹤0.01% 2615
2025
Q2 		$92.6K Sell
2,084
-58
-3% -$2.52K ﹤0.01% 1968
2025
Q1 		$90.9K Buy
2,142
+277
+15% +$16.1K ﹤0.01% 1809
2024
Q4 		$122K Buy
1,865
+121
+7% +$8.24K ﹤0.01% 1552
2024
Q3 		$105K Buy
1,744
+1,238
+245% +$74.4K ﹤0.01% 1383
2024
Q2 		$27.8K Buy
+506
New +$27.8K ﹤0.01% 1448

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FWSM
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