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Advisor Group’s Vulcan Materials VMC Stock Holding History

Advisor Group’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.53M Buy
10,646
+377
+4% +$54K 0.01% 949
2019
Q3 		$1.55M Sell
10,269
-1,324
-11% -$187K 0.01% 883
2019
Q2 		$1.59M Buy
11,593
+4,056
+54% +$518K 0.01% 866
2019
Q1 		$893K Buy
7,537
+2,150
+40% +$232K 0.01% 1167
2018
Q4 		$532K Sell
5,387
-3,039
-36% -$308K 0.01% 1360
2018
Q3 		$937K Buy
8,426
+2,611
+45% +$303K 0.01% 1026
2018
Q2 		$751K Sell
5,815
-3,039
-34% -$375K 0.01% 1037
2018
Q1 		$1.01M Buy
8,854
+159
+2% +$20K 0.01% 861
2017
Q4 		$1.12M Sell
8,695
-116
-1% -$14.2K 0.01% 825
2017
Q3 		$1.05M Buy
8,811
+3,830
+77% +$460K 0.02% 764
2017
Q2 		$631K Sell
4,981
-694
-12% -$87.1K 0.01% 1012
2017
Q1 		$683K Buy
5,675
+120
+2% +$14.7K 0.01% 899
2016
Q4 		$695K Sell
5,555
-793
-12% -$95.9K 0.02% 832
2016
Q3 		$723K Sell
6,348
-5,005
-44% -$590K 0.02% 786
2016
Q2 		$1.36M Buy
+11,353
New +$1.29M 0.04% 498

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Advisor Group's VMC Position: Q4 2019 in Review

Advisor Group increased its Vulcan Materials (VMC) stake by 3.7% in Q4 2019, buying an estimated $54K and bringing the position to 10,646 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #949.

Advisor Group first reported a position in VMC in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.59M in Q2 2019. 674 funds tracked by Wall St. Rank hold VMC as of Q4 2019.

  • Advisor Group held 10,646 shares of Vulcan Materials worth $1.53M as of Q4 2019.
  • Advisor Group bought 377 Vulcan Materials shares in Q4 2019, an estimated $54K.
  • Vulcan Materials made up 0.01% of Advisor Group's portfolio in Q4 2019, its #949 holding.
  • Advisor Group first reported a position in Vulcan Materials in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vulcan Materials position peaked at $1.59M in Q2 2019.
  • 674 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.