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Ridgewood Investments’s Mueller Water Products MWA Stock Holding History

Ridgewood Investments’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,717
Closed -$44.1K – 547
2023
Q2 		$44.1K Sell
2,717
-508
-16% -$7.23K 0.03% 344
2023
Q1 		$45K Buy
+3,225
New +$42K 0.03% 360

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ridgewood Investments's MWA Position: Q3 2023 in Review

Ridgewood Investments sold out of Mueller Water Products (MWA) in Q3 2023, closing a stake of 2,717 shares — an estimated $44.1K sold.

Ridgewood Investments first reported a position in MWA in Q1 2023 and held it in 2 quarters. The position peaked at $45K in Q1 2023. 230 funds tracked by Wall St. Rank hold MWA as of Q3 2023.

  • Ridgewood Investments reported no remaining Mueller Water Products position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 2,717 Mueller Water Products shares in Q3 2023, an estimated $44.1K.
  • Ridgewood Investments first reported a position in Mueller Water Products in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's Mueller Water Products position peaked at $45K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.