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Planned Solutions’s Miller Industries MLR Stock Holding History

Planned Solutions’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$329 – 426
2024
Q3 		$329 Buy
+5
New +$301 ﹤0.01% 622
2024
Q1 		– Sell
-5
Closed -$226 – 365
2023
Q4 		$226 Buy
+5
New +$197 ﹤0.01% 561
2021
Q1 		– Sell
-5
Closed – – 275
2020
Q4 		$0 Hold
5
– – ﹤0.01% 468
2020
Q3 		$0 Buy
+5
New +$151 ﹤0.01% 336

Other funds holding MLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Planned Solutions's MLR Position: Q4 2024 in Review

Planned Solutions sold out of Miller Industries (MLR) in Q4 2024, closing a stake of 5 shares — an estimated $329 sold.

Planned Solutions first reported a position in MLR in Q3 2020 and held it in 4 quarters. The position peaked at $329 in Q3 2024. 174 funds tracked by Wall St. Rank hold MLR as of Q4 2024.

  • Planned Solutions reported no remaining Miller Industries position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 5 Miller Industries shares in Q4 2024, an estimated $329.
  • Planned Solutions first reported a position in Miller Industries in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Miller Industries position peaked at $329 in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Miller Industries as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.