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	–	477
2017 Q2	$459K	Buy	+3,623	New	+$455K	0.01%	370
2017 Q1	–	Sell	-12,655	Closed	-$1.58M	–	419
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 $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return