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Marks Group Wealth Management’s Owens Corning OC Stock Holding History

Marks Group Wealth Management’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,099
Closed -$712K – 304
2024
Q2 		$712K Buy
+4,099
New +$710K 0.08% 194

Other funds holding OC

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marks Group Wealth Management's OC Position: Q3 2024 in Review

Marks Group Wealth Management sold out of Owens Corning (OC) in Q3 2024, closing a stake of 4,099 shares — an estimated $712K sold.

Marks Group Wealth Management first reported a position in OC in Q2 2024 and held it in 1 quarter. The position peaked at $712K in Q2 2024. 731 funds tracked by Wall St. Rank hold OC as of Q3 2024.

  • Marks Group Wealth Management reported no remaining Owens Corning position as of Q3 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 4,099 Owens Corning shares in Q3 2024, an estimated $712K.
  • Marks Group Wealth Management first reported a position in Owens Corning in Q2 2024 and held it in 1 quarter.
  • Marks Group Wealth Management's Owens Corning position peaked at $712K in Q2 2024.
  • 731 funds tracked by Wall St. Rank held Owens Corning as of Q3 2024.

Based on Marks Group Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.