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Oak Family Advisors’s Mattel MAT Stock Holding History

Oak Family Advisors’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
2024
Q4 		– Sell
-50,275
Closed -$958K – 135
2024
Q3 		$958K Sell
50,275
-3,297
-6% -$60.8K 0.29% 66
2024
Q2 		$871K Sell
53,572
-4,136
-7% -$74.9K 0.3% 66
2024
Q1 		$1.14M Sell
57,708
-2,481
-4% -$47K 0.44% 55
2023
Q4 		$1.14M Buy
60,189
+559
+0.9% +$10.9K 0.48% 53
2023
Q3 		$1.31M Sell
59,630
-1,968
-3% -$42K 0.62% 42
2023
Q2 		$1.2M Buy
61,598
+193
+0.3% +$3.49K 0.57% 46
2023
Q1 		$1.13M Sell
61,405
-1,013
-2% -$18.8K 0.56% 48
2022
Q4 		$1.11M Buy
62,418
+8,145
+15% +$148K 0.6% 48
2022
Q3 		$1.03M Buy
54,273
+7,023
+15% +$157K 0.55% 44
2022
Q2 		$1.05M Sell
47,250
-761
-2% -$18K 0.53% 46
2022
Q1 		$1.07M Sell
48,011
-537
-1% -$12.3K 0.42% 51
2021
Q4 		$1.05M Buy
48,548
+1,319
+3% +$27.7K 0.39% 55
2021
Q3 		$877K Buy
+47,229
New +$979K 0.32% 53

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Oak Family Advisors's MAT Position: Q4 2024 in Review

Oak Family Advisors sold out of Mattel (MAT) in Q4 2024, closing a stake of 50,275 shares — an estimated $958K sold.

Oak Family Advisors first reported a position in MAT in Q3 2021 and held it in 13 quarters. The position peaked at $1.31M in Q3 2023. 421 funds tracked by Wall St. Rank hold MAT as of Q4 2024.

  • Oak Family Advisors reported no remaining Mattel position as of Q4 2024 after selling out during the quarter.
  • Oak Family Advisors sold 50,275 Mattel shares in Q4 2024, an estimated $958K.
  • Oak Family Advisors first reported a position in Mattel in Q3 2021 and held it in 13 quarters.
  • Oak Family Advisors's Mattel position peaked at $1.31M in Q3 2023.
  • 421 funds tracked by Wall St. Rank held Mattel as of Q4 2024.

Based on Oak Family Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.