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Sugarloaf Wealth Management’s Miller Industries MLR Stock Holding History

Sugarloaf Wealth Management’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 		$262 Hold
4
– – ﹤0.01% 671
2024
Q3 		$245 Hold
4
– – ﹤0.01% 656
2024
Q2 		$221 Buy
+4
New +$220 ﹤0.01% 641

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

Sugarloaf Wealth Management's MLR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Miller Industries (MLR) position steady in Q4 2024 at 4 shares worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Sugarloaf Wealth Management first reported a position in MLR in Q2 2024 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold MLR as of Q4 2024.

  • Sugarloaf Wealth Management held 4 shares of Miller Industries worth $262 as of Q4 2024.
  • Sugarloaf Wealth Management left its Miller Industries share count unchanged in Q4 2024.
  • Miller Industries made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #671 holding.
  • Sugarloaf Wealth Management first reported a position in Miller Industries in Q2 2024 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held Miller Industries as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.