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Pinnacle Wealth Management’s Mueller Industries MLI Stock Holding History

Pinnacle Wealth Management’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
2024
Q4 		– Sell
-57,882
Closed -$2.14M – 37
2024
Q3 		$2.14M Buy
+57,882
New +$1.94M 2.56% 22

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pinnacle Wealth Management's MLI Position: Q4 2024 in Review

Pinnacle Wealth Management sold out of Mueller Industries (MLI) in Q4 2024, closing a stake of 57,882 shares — an estimated $2.14M sold.

Pinnacle Wealth Management first reported a position in MLI in Q3 2024 and held it in 1 quarter. The position peaked at $2.14M in Q3 2024. 520 funds tracked by Wall St. Rank hold MLI as of Q4 2024.

  • Pinnacle Wealth Management reported no remaining Mueller Industries position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Management sold 57,882 Mueller Industries shares in Q4 2024, an estimated $2.14M.
  • Pinnacle Wealth Management first reported a position in Mueller Industries in Q3 2024 and held it in 1 quarter.
  • Pinnacle Wealth Management's Mueller Industries position peaked at $2.14M in Q3 2024.
  • 520 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2024.

Based on Pinnacle Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.