MBM Wealth Consultants’s Owens Corning OC Stock Holding History

MBM Wealth Consultants’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
2026 Q1	$4.87K	Buy	+45	New	+$5.36K	﹤0.01%	270
2023 Q2	–	Sell	-324	Closed	-$26K	–	224
2023 Q1	$26K	Hold	324	–	–	0.01%	182
2022 Q4	$28K	Buy	324 +49	+18%	+$4.29K	0.01%	186
2022 Q3	$23K	Hold	275	–	–	0.01%	190
2022 Q2	$20K	Buy	275 +119	+76%	+$10.5K	0.01%	198
2022 Q1	$14K	Sell	156 -134	-46%	-$12.3K	0.01%	229
2021 Q4	$26K	Sell	290 -92	-24%	-$8.35K	0.01%	202
2021 Q3	$33K	Sell	382 -126	-25%	-$11.8K	0.02%	170
2021 Q2	$50K	Sell	508 -55	-10%	-$5.5K	0.02%	141
2021 Q1	$52K	Sell	563 -534	-49%	-$44.8K	0.03%	134
2020 Q4	$83K	Sell	1,097 -115	-9%	-$8.38K	0.05%	114
2020 Q3	$83K	Sell	1,212 -150	-11%	-$9.62K	0.05%	106
2020 Q2	$76K	Sell	1,362 -8,010	-85%	-$373K	0.05%	98
2020 Q1	$364K	Buy	9,372 +988	+12%	+$55.3K	0.3%	54
2019 Q4	$546K	Buy	8,384 +142	+2%	+$9.09K	0.4%	48
2019 Q3	$521K	Buy	8,242 +248	+3%	+$14.2K	0.41%	53
2019 Q2	$465K	Buy	7,994 +323	+4%	+$16.5K	0.39%	58
2019 Q1	$361K	Buy	7,671 +633	+9%	+$30.9K	0.32%	69
2018 Q4	$310K	Buy	+7,038	New	+$341K	0.3%	70

Other funds holding OC

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return