BOWEN HANES & CO INC MIELY — MITSUBISHI ELEC CORP (JP)

Ownership history in BOWEN HANES & CO INC  ·  4 quarters on record

AI Ownership Summary

BOWEN HANES & CO INC reported MITSUBISHI ELEC CORP (JP) (MIELY) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.06% in 2026 Q1. The latest visible filing shows MIELY at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MIELY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOWEN HANES & CO INC's position in MITSUBISHI ELEC CORP (JP), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MIELY was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MIELY stock page BOWEN HANES & CO INC fund profile BOWEN HANES & CO INC full holdings
How BOWEN HANES & CO INC held MIELY — position size vs. price
% of Fund (quarterly)    MIELY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 670,000 — 0% 1.06% $43K 2026-08-13 $76.29
2026 Q1 ADDED — — — 670,000 +20,000 +3.1% 1.06% $43.5M 2026-05-14 $81.73
2025 Q4 ADDED — — — 650,000 +150,000 +30.0% 0.95% $37.7M 2026-02-10 $75.25
2025 Q3 INITIATED — — — 500,000 — — 0.64% $25.6M 2025-11-10 $56.06

🏢 Other funds also holding MIELY

As of 2026 Q2 — sorted by position size

Ramirez Asset Management, Inc. 0.76% Boston Common Asset Management, LLC 3Y 7Y 0.46% GAMMA Investing LLC 0.03% Front Row Advisors LLC 3Y 7Y 0.01% Salomon & Ludwin, LLC 3Y 7Y 0.01% Benson Wealth Management INC 0.0% First Command Advisory Services, Inc. 3Y 7Y 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0% Gleason Group, Inc. 3Y 0.0% HANTZ FINANCIAL SERVICES, INC. 3Y 0.0%

FAQ About BOWEN HANES & CO INC and MIELY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOWEN HANES & CO INC reported owning MIELY?

BOWEN HANES & CO INC reported MIELY across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported MIELY position in BOWEN HANES & CO INC's portfolio?

The largest reported portfolio weight for MIELY was 1.06% in 2026 Q1.

What is the latest reported MIELY position on this page?

The most recent filing on this page is 2026 Q2, when BOWEN HANES & CO INC reported 670,000 shares, equal to 1.06% of portfolio, with an estimated market value of $43K.

What does the chart on this MIELY ownership page compare?

The chart compares BOWEN HANES & CO INC's quarterly MIELY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BOWEN HANES & CO INC time their MIELY position?

Based on 13F filing dates vs. subsequent MIELY price moves, BOWEN HANES & CO INC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MIELY relative to SPY over the holding period was +24.8%.

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