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LGT Financial Advisors’s Mueller Industries MLI Stock Holding History

LGT Financial Advisors’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
-252
Closed -$10K – 565
2024
Q4 		$10K Hold
252
– – 0.02% 432
2024
Q3 		$9.34K Hold
252
– – 0.02% 429
2024
Q2 		$7.17K Hold
252
– – 0.02% 538
2024
Q1 		$6.79K Hold
252
– – 0.01% 557
2023
Q4 		$5.94K Hold
252
– – 0.01% 597
2023
Q3 		$4.74K Buy
+252
New +$4.99K 0.01% 633

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

LGT Financial Advisors's MLI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Mueller Industries (MLI) in Q1 2025, closing a stake of 252 shares — an estimated $10K sold.

LGT Financial Advisors first reported a position in MLI in Q3 2023 and held it in 6 quarters. The position peaked at $10K in Q4 2024. 533 funds tracked by Wall St. Rank hold MLI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Mueller Industries position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 252 Mueller Industries shares in Q1 2025, an estimated $10K.
  • LGT Financial Advisors first reported a position in Mueller Industries in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Mueller Industries position peaked at $10K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.