Patriot Financial Group Insurance Agency’s Mueller Industries MLI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,300	Closed	-$17K	–	1332
2022 Q2	$17K	Sell	1,300 -268	-17%	-$3.63K	﹤0.01%	1068
2022 Q1	$21K	Sell	1,568 -116	-7%	-$1.64K	﹤0.01%	1071
2021 Q4	$25K	Hold	1,684	–	–	﹤0.01%	1125
2021 Q3	$17K	Buy	1,684 +268	+19%	+$2.87K	﹤0.01%	1291
2021 Q2	$15K	Hold	1,416	–	–	﹤0.01%	1296
2021 Q1	$15K	Sell	1,416 -8	-0.6%	-$79	﹤0.01%	1214
2020 Q4	$12K	Hold	1,424	–	–	﹤0.01%	1161
2020 Q3	$10K	Hold	1,424	–	–	﹤0.01%	1040
2020 Q2	$9K	Sell	1,424 -152	-10%	-$958	﹤0.01%	1007
2020 Q1	$9K	Buy	+1,576	New	+$11.3K	﹤0.01%	892

Other funds holding MLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MLI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Mueller Industries (MLI) in Q3 2022, closing a stake of 1,300 shares — an estimated $17K sold.

Patriot Financial Group Insurance Agency first reported a position in MLI in Q1 2020 and held it in 10 quarters. The position peaked at $25K in Q4 2021. 296 funds tracked by Wall St. Rank hold MLI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Mueller Industries position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,300 Mueller Industries shares in Q3 2022, an estimated $17K.
Patriot Financial Group Insurance Agency first reported a position in Mueller Industries in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Mueller Industries position peaked at $25K in Q4 2021.
296 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.