Avalon Trust’s Eagle Materials EXP Stock Holding History

Avalon Trust’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
2025 Q3	–	Sell	-19	Closed	-$3.84K	–	623
2025 Q2	$3.84K	Hold	19	–	–	﹤0.01%	371
2025 Q1	$4.22K	Hold	19	–	–	﹤0.01%	396
2024 Q4	$4.69K	Buy	+19	New	+$5.48K	﹤0.01%	362

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Avalon Trust's EXP Position: Q3 2025 in Review

Avalon Trust sold out of Eagle Materials (EXP) in Q3 2025, closing a stake of 19 shares — an estimated $3.84K sold.

Avalon Trust first reported a position in EXP in Q4 2024 and held it in 3 quarters. The position peaked at $4.69K in Q4 2024. 485 funds tracked by Wall St. Rank hold EXP as of Q3 2025.

Avalon Trust reported no remaining Eagle Materials position as of Q3 2025 after selling out during the quarter.
Avalon Trust sold 19 Eagle Materials shares in Q3 2025, an estimated $3.84K.
Avalon Trust first reported a position in Eagle Materials in Q4 2024 and held it in 3 quarters.
Avalon Trust's Eagle Materials position peaked at $4.69K in Q4 2024.
485 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2025.

Based on Avalon Trust's 13F filing for Q3 2025, filed 10 Nov 2025.