KI
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Kula Investments’s Mueller Industries MLI Stock Holding History

Kula Investments’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
2023
Q1 		$234K Sell
12,760
-7,576
-37% -$132K 0.06% 530
2022
Q4 		$300K Buy
+20,336
New +$324K 0.09% 384

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Kula Investments's MLI Position: Q1 2023 in Review

Kula Investments reduced its Mueller Industries (MLI) stake by 37% in Q1 2023, selling an estimated $132K and leaving 12,760 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #530.

Kula Investments first reported a position in MLI in Q4 2022 and has held it in 2 quarters since. The position peaked at $300K in Q4 2022. 338 funds tracked by Wall St. Rank hold MLI as of Q1 2023.

  • Kula Investments held 12,760 shares of Mueller Industries worth $234K as of Q1 2023.
  • Kula Investments sold 7,576 Mueller Industries shares in Q1 2023, an estimated $132K.
  • Mueller Industries made up 0.06% of Kula Investments's portfolio in Q1 2023, its #530 holding.
  • Kula Investments first reported a position in Mueller Industries in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Mueller Industries position peaked at $300K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.