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Albion Financial Group’s Vulcan Materials VMC Stock Holding History

Albion Financial 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
2022
Q3 		– Sell
-18
Closed -$3K – 575
2022
Q2 		$3K Hold
18
– – ﹤0.01% 399
2022
Q1 		$3K Sell
18
-18
-50% -$3.36K ﹤0.01% 451
2021
Q4 		$7K Buy
+36
New +$6.97K ﹤0.01% 433

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Albion Financial Group's VMC Position: Q3 2022 in Review

Albion Financial Group sold out of Vulcan Materials (VMC) in Q3 2022, closing a stake of 18 shares — an estimated $3K sold.

Albion Financial Group first reported a position in VMC in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 678 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

  • Albion Financial Group reported no remaining Vulcan Materials position as of Q3 2022 after selling out during the quarter.
  • Albion Financial Group sold 18 Vulcan Materials shares in Q3 2022, an estimated $3K.
  • Albion Financial Group first reported a position in Vulcan Materials in Q4 2021 and held it in 3 quarters.
  • Albion Financial Group's Vulcan Materials position peaked at $7K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on Albion Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.