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Unique Wealth Strategies’s Mueller Industries MLI Stock Holding History

Unique Wealth Strategies’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
2024
Q4 		– Sell
-18,626
Closed -$690K – 226
2024
Q3 		$690K Sell
18,626
-6,106
-25% -$205K 0.29% 88
2024
Q2 		$667K Hold
24,732
– – 0.31% 94
2024
Q1 		$667K Buy
+24,732
New +$611K 0.33% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Unique Wealth Strategies's MLI Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Mueller Industries (MLI) in Q4 2024, closing a stake of 18,626 shares — an estimated $690K sold.

Unique Wealth Strategies first reported a position in MLI in Q1 2024 and held it in 3 quarters. The position peaked at $690K in Q3 2024. 520 funds tracked by Wall St. Rank hold MLI as of Q4 2024.

  • Unique Wealth Strategies reported no remaining Mueller Industries position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 18,626 Mueller Industries shares in Q4 2024, an estimated $690K.
  • Unique Wealth Strategies first reported a position in Mueller Industries in Q1 2024 and held it in 3 quarters.
  • Unique Wealth Strategies's Mueller Industries position peaked at $690K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held Mueller Industries as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.