MLFP
MLI icon

MPS Loria Financial Planners’s Mueller Industries MLI Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-800
Closed -$8K – 393
2021
Q1 		$8K Hold
800
– – ﹤0.01% 314
2020
Q4 		$7K Hold
800
– – ﹤0.01% 333
2020
Q3 		$5K Hold
800
– – ﹤0.01% 275
2020
Q2 		$5K Buy
+800
New +$5.04K ﹤0.01% 283
2017
Q3 		– Sell
-800
Closed -$6K – 238
2017
Q2 		$6K Buy
+800
New +$6.18K ﹤0.01% 323

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's MLI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Mueller Industries (MLI) in Q2 2021, closing a stake of 800 shares — an estimated $8K sold.

MPS Loria Financial Planners first reported a position in MLI in Q2 2017 and held it in 5 quarters. The position peaked at $8K in Q1 2021. 202 funds tracked by Wall St. Rank hold MLI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Mueller Industries position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 800 Mueller Industries shares in Q2 2021, an estimated $8K.
  • MPS Loria Financial Planners first reported a position in Mueller Industries in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Mueller Industries position peaked at $8K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.