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Sutton Wealth Advisors’s Mueller Industries MLI Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-2,100
Closed -$31K – 1256
2022
Q4 		$31K Buy
2,100
+324
+18% +$5.17K 0.01% 543
2022
Q3 		$26.4K Hold
1,776
– – 0.01% 568
2022
Q2 		$23.7K Sell
1,776
-16
-0.9% -$217 0.01% 616
2022
Q1 		$24.3K Buy
1,792
+800
+81% +$11.3K 0.01% 647
2021
Q4 		$14.7K Buy
992
+52
+6% +$703 ﹤0.01% 811
2021
Q3 		$9.66K Hold
940
– – ﹤0.01% 921
2021
Q2 		$10.2K Hold
940
– – ﹤0.01% 911
2021
Q1 		$9.72K Sell
940
-724
-44% -$7.12K ﹤0.01% 887
2020
Q4 		$14.6K Hold
1,664
– – 0.01% 696
2020
Q3 		$11.3K Sell
1,664
-1,676
-50% -$12K 0.01% 701
2020
Q2 		$22.2K Sell
3,340
-712
-18% -$4.49K 0.01% 502
2020
Q1 		$24.3K Buy
4,052
+416
+11% +$2.99K 0.02% 425
2019
Q4 		$28.9K Hold
3,636
– – 0.01% 467
2019
Q3 		$26.1K Hold
3,636
– – 0.01% 489
2019
Q2 		$26.6K Hold
3,636
– – 0.02% 491
2019
Q1 		$28.5K Sell
3,636
-152
-4% -$1.12K 0.02% 463
2018
Q4 		$22.1K Hold
3,788
– – 0.01% 492
2018
Q3 		$27.4K Hold
3,788
– – 0.02% 475
2018
Q2 		$27.9K Hold
3,788
– – 0.02% 462
2018
Q1 		$24.8K Hold
3,788
– – 0.02% 484
2017
Q4 		$33.6K Hold
3,788
– – 0.02% 383
2017
Q3 		$33.1K Hold
3,788
– – 0.03% 375
2017
Q2 		$28.8K Hold
3,788
– – 0.02% 416
2017
Q1 		$32.4K Hold
3,788
– – 0.03% 361
2016
Q4 		$37.8K Hold
3,788
– – 0.03% 313
2016
Q3 		$30.7K Hold
3,788
– – 0.03% 344
2016
Q2 		$30.2K Hold
3,788
– – 0.03% 333
2016
Q1 		$27.9K Buy
+3,788
New +$25K 0.03% 352

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sutton Wealth Advisors's MLI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Mueller Industries (MLI) in Q1 2023, closing a stake of 2,100 shares — an estimated $31K sold.

Sutton Wealth Advisors first reported a position in MLI in Q1 2016 and held it in 28 quarters. The position peaked at $37.8K in Q4 2016. 338 funds tracked by Wall St. Rank hold MLI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Mueller Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,100 Mueller Industries shares in Q1 2023, an estimated $31K.
  • Sutton Wealth Advisors first reported a position in Mueller Industries in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Mueller Industries position peaked at $37.8K in Q4 2016.
  • 338 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.