Planned Solutions’s Owens Corning OC Stock Holding History

Planned Solutions’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 Q4	–	Sell	-515	Closed	-$90.9K	–	464
2024 Q3	$90.9K	Buy	+515	New	+$86.7K	0.04%	225
2024 Q1	–	Sell	-515	Closed	-$76.3K	–	397
2023 Q4	$76.3K	Buy	+515	New	+$68.2K	0.04%	223

Other funds holding OC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Planned Solutions's OC Position: Q4 2024 in Review

Planned Solutions sold out of Owens Corning (OC) in Q4 2024, closing a stake of 515 shares — an estimated $90.9K sold.

Planned Solutions first reported a position in OC in Q4 2023 and held it in 2 quarters. The position peaked at $90.9K in Q3 2024. 774 funds tracked by Wall St. Rank hold OC as of Q4 2024.

Planned Solutions reported no remaining Owens Corning position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 515 Owens Corning shares in Q4 2024, an estimated $90.9K.
Planned Solutions first reported a position in Owens Corning in Q4 2023 and held it in 2 quarters.
Planned Solutions's Owens Corning position peaked at $90.9K in Q3 2024.
774 funds tracked by Wall St. Rank held Owens Corning as of Q4 2024.

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