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Legacy Financial Strategies’s Mueller Industries MLI Stock Holding History

Legacy Financial Strategies’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
Q1 		– Sell
-6,824
Closed -$272K – 124
2024
Q4 		$272K Buy
+6,824
New +$277K 0.06% 96

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Legacy Financial Strategies's MLI Position: Q1 2025 in Review

Legacy Financial Strategies sold out of Mueller Industries (MLI) in Q1 2025, closing a stake of 6,824 shares — an estimated $272K sold.

Legacy Financial Strategies first reported a position in MLI in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 533 funds tracked by Wall St. Rank hold MLI as of Q1 2025.

  • Legacy Financial Strategies reported no remaining Mueller Industries position as of Q1 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 6,824 Mueller Industries shares in Q1 2025, an estimated $272K.
  • Legacy Financial Strategies first reported a position in Mueller Industries in Q4 2024 and held it in 1 quarter.
  • Legacy Financial Strategies's Mueller Industries position peaked at $272K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2025.

Based on Legacy Financial Strategies's 13F filing for Q1 2025, filed 8 Apr 2025.