Bogart Wealth LLC’s Mattel MAT Stock Holding History

Bogart Wealth LLC’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	$16K	Hold	1,100	–	–	﹤0.01%	780
2025 Q4	$21.8K	Sell	1,100 -29	-3%	-$560	﹤0.01%	657
2025 Q3	$19K	Buy	1,129 +29	+3%	+$529	﹤0.01%	681
2025 Q2	$21.7K	Hold	1,100	–	–	﹤0.01%	612
2025 Q1	$21.4K	Hold	1,100	–	–	﹤0.01%	572
2024 Q4	$19.5K	Hold	1,100	–	–	﹤0.01%	592
2024 Q3	$21K	Hold	1,100	–	–	﹤0.01%	546
2024 Q2	$17.9K	Hold	1,100	–	–	﹤0.01%	555
2024 Q1	$21.8K	Hold	1,100	–	–	﹤0.01%	501
2023 Q4	$20.8K	Hold	1,100	–	–	﹤0.01%	500
2023 Q3	$24.2K	Buy	1,100 +1,000	+1,000%	+$21.4K	﹤0.01%	450
2023 Q2	$1.95K	Hold	100	–	–	﹤0.01%	886
2023 Q1	$1.84K	Hold	100	–	–	﹤0.01%	916
2022 Q4	$1.78K	Hold	100	–	–	﹤0.01%	801
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	825
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	776
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	685
2021 Q4	$2K	Buy	+100	New	+$2.1K	﹤0.01%	658

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