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Planned Solutions’s MasterBrand MBC Stock Holding History

Planned Solutions’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-85
Closed -$1.58K – 418
2024
Q3 		$1.58K Buy
+85
New +$1.39K ﹤0.01% 564
2024
Q1 		– Sell
-85
Closed -$1.26K – 358
2023
Q4 		$1.26K Buy
+85
New +$1.09K ﹤0.01% 527

Other funds holding MBC

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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Planned Solutions's MBC Position: Q4 2024 in Review

Planned Solutions sold out of MasterBrand (MBC) in Q4 2024, closing a stake of 85 shares — an estimated $1.58K sold.

Planned Solutions first reported a position in MBC in Q4 2023 and held it in 2 quarters. The position peaked at $1.58K in Q3 2024. 363 funds tracked by Wall St. Rank hold MBC as of Q4 2024.

  • Planned Solutions reported no remaining MasterBrand position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 85 MasterBrand shares in Q4 2024, an estimated $1.58K.
  • Planned Solutions first reported a position in MasterBrand in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's MasterBrand position peaked at $1.58K in Q3 2024.
  • 363 funds tracked by Wall St. Rank held MasterBrand as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.