Simplicity Wealth’s Owens Corning OC Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-1,563	Closed	-$271K	–	979
2024 Q2	$271K	Buy	1,563 +38	+2%	+$6.58K	0.01%	983
2024 Q1	$254K	Buy	+1,525	New	+$233K	0.01%	980

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

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

Norges Bank Oslo, Norway $1T AUM

Simplicity Wealth's OC Position: Q3 2024 in Review

Simplicity Wealth sold out of Owens Corning (OC) in Q3 2024, closing a stake of 1,563 shares — an estimated $271K sold.

Simplicity Wealth first reported a position in OC in Q1 2024 and held it in 2 quarters. The position peaked at $271K in Q2 2024. 730 funds tracked by Wall St. Rank hold OC as of Q3 2024.

Simplicity Wealth reported no remaining Owens Corning position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 1,563 Owens Corning shares in Q3 2024, an estimated $271K.
Simplicity Wealth first reported a position in Owens Corning in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Owens Corning position peaked at $271K in Q2 2024.
730 funds tracked by Wall St. Rank held Owens Corning as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.