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Kowal Investment Group’s Mueller Industries MLI Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-296
Closed -$3K – 613
2021
Q3 		$3K Buy
+296
New +$3.17K ﹤0.01% 742

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Kowal Investment Group's MLI Position: Q4 2021 in Review

Kowal Investment Group sold out of Mueller Industries (MLI) in Q4 2021, closing a stake of 296 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in MLI in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 251 funds tracked by Wall St. Rank hold MLI as of Q4 2021.

  • Kowal Investment Group reported no remaining Mueller Industries position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 296 Mueller Industries shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in Mueller Industries in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Mueller Industries position peaked at $3K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.