JT Stratford LLC’s Mueller Industries MLI Stock Holding History

JT Stratford LLC’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
2025 Q4	–	Sell	-9,174	Closed	-$464K	–	321
2025 Q3	$464K	Sell	9,174 -204	-2%	-$9.36K	0.06%	219
2025 Q2	$373K	Sell	9,378 -302	-3%	-$11.4K	0.06%	222
2025 Q1	$369K	Buy	9,680 +198	+2%	+$7.91K	0.07%	217
2024 Q4	$376K	Buy	9,482 +240	+3%	+$9.76K	0.06%	214
2024 Q3	$342K	Buy	9,242 +1,404	+18%	+$47K	0.06%	230
2024 Q2	$223K	Buy	7,838 +256	+3%	+$7.17K	0.04%	249
2024 Q1	$204K	Sell	7,582 -1,104	-13%	-$27.3K	0.04%	253
2023 Q4	$205K	Sell	8,686 -93,398	-91%	-$1.89M	0.05%	234
2023 Q3	$1.92M	Buy	102,084 +948	+0.9%	+$18.8K	0.5%	46
2023 Q2	$2.21M	Buy	101,136 +22,512	+29%	+$428K	0.59%	40
2023 Q1	$1.44M	Buy	+78,624	New	+$1.37M	0.42%	68

Other funds holding MLI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return