MWM
OC icon

MinichMacGregor Wealth Management’s Owens Corning OC Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-136
Closed -$11.6K – 457
2022
Q4 		$11.6K Buy
+136
New +$11.9K ﹤0.01% 388
2018
Q2 		– Sell
-13
Closed -$1K – 575
2018
Q1 		$1K Buy
+13
New +$1.13K ﹤0.01% 477

Other funds holding OC

BlackRock
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 $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MinichMacGregor Wealth Management's OC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Owens Corning (OC) in Q1 2023, closing a stake of 136 shares — an estimated $11.6K sold.

MinichMacGregor Wealth Management first reported a position in OC in Q1 2018 and held it in 2 quarters. The position peaked at $11.6K in Q4 2022. 534 funds tracked by Wall St. Rank hold OC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Owens Corning position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 136 Owens Corning shares in Q1 2023, an estimated $11.6K.
  • MinichMacGregor Wealth Management first reported a position in Owens Corning in Q1 2018 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Owens Corning position peaked at $11.6K in Q4 2022.
  • 534 funds tracked by Wall St. Rank held Owens Corning as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.