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Steward Financial Group’s Mueller Industries MLI Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+256
New +$5.07K ﹤0.01% 741
2022
Q3 		– Sell
-124
Closed -$1K – 829
2022
Q2 		$1K Buy
+124
New +$1.68K ﹤0.01% 798

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Steward Financial Group's MLI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Mueller Industries (MLI) in Q3 2023: 256 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MLI as recently as Q2 2022.

Steward Financial Group first reported a position in MLI in Q2 2022 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold MLI as of Q3 2023.

  • Steward Financial Group held 256 shares of Mueller Industries worth $4K as of Q3 2023.
  • Mueller Industries was a new Steward Financial Group position in Q3 2023.
  • Mueller Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #741 holding.
  • Steward Financial Group first reported a position in Mueller Industries in Q2 2022 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.