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Annis Gardner Whiting Capital Advisors’s United States Lime & Minerals USLM Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$26.3K – 1350
2025
Q3 		$26.3K Sell
200
-900
-82% -$104K 0.01% 569
2025
Q2 		$110K Sell
1,100
-2,700
-71% -$264K 0.04% 292
2025
Q1 		$336K Buy
+3,800
New +$395K 0.14% 137

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's USLM Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of United States Lime & Minerals (USLM) in Q4 2025, closing a stake of 200 shares — an estimated $26.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in USLM in Q1 2025 and held it in 3 quarters. The position peaked at $336K in Q1 2025. 222 funds tracked by Wall St. Rank hold USLM as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining United States Lime & Minerals position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 200 United States Lime & Minerals shares in Q4 2025, an estimated $26.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in United States Lime & Minerals in Q1 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's United States Lime & Minerals position peaked at $336K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.