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Annis Gardner Whiting Capital Advisors’s Eagle Materials EXP Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4
Closed -$827 – 1351
2025
Q4 		$827 Hold
4
– – ﹤0.01% 1069
2025
Q3 		$933 Hold
4
– – ﹤0.01% 997
2025
Q2 		$809 Sell
4
-7
-64% -$1.51K ﹤0.01% 1113
2025
Q1 		$2.44K Hold
11
– – ﹤0.01% 674
2024
Q4 		$2.72K Hold
11
– – ﹤0.01% 665
2024
Q3 		$3.17K Hold
11
– – ﹤0.01% 672
2024
Q2 		$2.39K Buy
11
+7
+175% +$1.71K ﹤0.01% 846
2024
Q1 		$1.09K Hold
4
– – ﹤0.01% 874
2023
Q4 		$813 Hold
4
– – ﹤0.01% 675
2023
Q3 		$668 Buy
+4
New +$727 ﹤0.01% 658

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return