AWS
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AJ Wealth Strategies’s Vulcan Materials VMC Stock Holding History

AJ Wealth Strategies’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
Q3 		– Sell
-4,912
Closed -$698K – 324
2022
Q2 		$698K Sell
4,912
-12
-0.2% -$1.98K 0.04% 158
2022
Q1 		$905K Hold
4,924
– – 0.04% 146
2021
Q4 		$1.02M Hold
4,924
– – 0.05% 136
2021
Q3 		$833K Buy
4,924
+12
+0.2% +$2.15K 0.05% 149
2021
Q2 		$855K Hold
4,912
– – 0.05% 135
2021
Q1 		$829K Hold
4,912
– – 0.06% 127
2020
Q4 		$728K Hold
4,912
– – 0.06% 122
2020
Q3 		$666K Buy
4,912
+412
+9% +$51.8K 0.07% 114
2020
Q2 		$521K Hold
4,500
– – 0.06% 124
2020
Q1 		$486K Buy
+4,500
New +$575K 0.07% 95

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return