Advisory Research’s Vulcan Materials VMC Stock Holding History

Advisory Research’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
2022 Q2	–	Sell	-2,455	Closed	-$451K	–	435
2022 Q1	$451K	Sell	2,455 -280	-10%	-$52.3K	0.04%	258
2021 Q4	$568K	Buy	2,735 +529	+24%	+$102K	0.04%	244
2021 Q3	$373K	Sell	2,206 -5,405	-71%	-$968K	0.02%	280
2021 Q2	$1.32M	Sell	7,611 -1,590	-17%	-$284K	0.09%	178
2021 Q1	$1.55M	Sell	9,201 -615	-6%	-$99.7K	0.11%	155
2020 Q4	$1.46M	Buy	9,816 +226	+2%	+$32.2K	0.11%	154
2020 Q3	$1.3M	Buy	9,590 +2,065	+27%	+$259K	0.13%	149
2020 Q2	$872K	Buy	7,525 +2,260	+43%	+$248K	0.08%	185
2020 Q1	$569K	Buy	5,265 +2,448	+87%	+$313K	0.04%	178
2019 Q4	$406K	Sell	2,817 -563	-17%	-$80.6K	0.02%	256
2019 Q3	$511K	Sell	3,380 -173	-5%	-$24.4K	0.02%	247
2019 Q2	$488K	Buy	+3,553	New	+$454K	0.01%	306
2018 Q1	–	Sell	-2,066	Closed	-$265K	–	421
2017 Q4	$265K	Buy	+2,066	New	+$252K	﹤0.01%	382
2017 Q3	–	Sell	-3,623	Closed	-$459K	–	476
2017 Q2	$459K	Buy	+3,623	New	+$455K	0.01%	370
2017 Q1	–	Sell	-12,655	Closed	-$1.58M	–	418
2016 Q4	$1.58M	Buy	+12,655	New	+$1.53M	0.02%	234
2014 Q2	–	Sell	-1,018	Closed	-$68K	–	664
2014 Q1	$68K	Buy	+1,018	New	+$65K	﹤0.01%	637

Other funds holding VMC

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Advisory Research's VMC Position: Q2 2022 in Review

Advisory Research sold out of Vulcan Materials (VMC) in Q2 2022, closing a stake of 2,455 shares — an estimated $451K sold.

Advisory Research first reported a position in VMC in Q1 2014 and held it in 16 quarters. The position peaked at $1.58M in Q4 2016. 700 funds tracked by Wall St. Rank hold VMC as of Q2 2022.

Advisory Research reported no remaining Vulcan Materials position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 2,455 Vulcan Materials shares in Q2 2022, an estimated $451K.
Advisory Research first reported a position in Vulcan Materials in Q1 2014 and held it in 16 quarters.
Advisory Research's Vulcan Materials position peaked at $1.58M in Q4 2016.
700 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.