AE Wealth Management’s Mattel MAT Stock Holding History

AE Wealth Management’s Portfolio MAT Stock Details MAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-249,391	Closed	-$4.95M	–	2658
2025 Q4	$4.95M	Buy	+249,391	New	+$4.82M	0.03%	396
2022 Q1	–	Sell	-10,650	Closed	-$230K	–	1762
2021 Q4	$230K	Sell	10,650 -2,481	-19%	-$52K	﹤0.01%	1553
2021 Q3	$244K	Sell	13,131 -446	-3%	-$9.24K	﹤0.01%	1451
2021 Q2	$273K	Sell	13,577 -27,010	-67%	-$558K	﹤0.01%	1382
2021 Q1	$808K	Buy	+40,587	New	+$785K	0.01%	848
2017 Q4	–	Sell	-68,209	Closed	-$1.06M	–	444
2017 Q3	$1.06M	Buy	68,209 +18,349	+37%	+$328K	0.1%	133
2017 Q2	$1.07M	Buy	49,860 +12,600	+34%	+$285K	0.13%	134
2017 Q1	$954K	Buy	37,260 +12,783	+52%	+$342K	0.18%	111
2016 Q4	$674K	Buy	+24,477	New	+$744K	0.27%	95

Other funds holding MAT

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return