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 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

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

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

AJ Wealth Strategies's VMC Position: Q3 2022 in Review

AJ Wealth Strategies sold out of Vulcan Materials (VMC) in Q3 2022, closing a stake of 4,912 shares — an estimated $698K sold.

AJ Wealth Strategies first reported a position in VMC in Q1 2020 and held it in 10 quarters. The position peaked at $1.02M in Q4 2021. 678 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

AJ Wealth Strategies reported no remaining Vulcan Materials position as of Q3 2022 after selling out during the quarter.
AJ Wealth Strategies sold 4,912 Vulcan Materials shares in Q3 2022, an estimated $698K.
AJ Wealth Strategies first reported a position in Vulcan Materials in Q1 2020 and held it in 10 quarters.
AJ Wealth Strategies's Vulcan Materials position peaked at $1.02M in Q4 2021.
678 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on AJ Wealth Strategies's 13F filing for Q3 2022, filed 27 Oct 2022.