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Avitas Wealth Management’s Vulcan Materials VMC Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$1.09M Sell
4,219
-7
-0.2% -$1.88K 0.15% 132
2024
Q3 		$1.06M Buy
4,226
+19
+0.5% +$4.72K 0.15% 141
2024
Q2 		$1.05M Buy
4,207
+10
+0.2% +$2.58K 0.15% 136
2024
Q1 		$1.15M Buy
+4,197
New +$1.03M 0.17% 135

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Avitas Wealth Management's VMC Position: Q4 2024 in Review

Avitas Wealth Management reduced its Vulcan Materials (VMC) stake by 0.17% in Q4 2024, selling an estimated $1.88K and leaving 4,219 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #132.

Avitas Wealth Management first reported a position in VMC in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.15M in Q1 2024. 927 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

  • Avitas Wealth Management held 4,219 shares of Vulcan Materials worth $1.09M as of Q4 2024.
  • Avitas Wealth Management sold 7 Vulcan Materials shares in Q4 2024, an estimated $1.88K.
  • Vulcan Materials made up 0.15% of Avitas Wealth Management's portfolio in Q4 2024, its #132 holding.
  • Avitas Wealth Management first reported a position in Vulcan Materials in Q1 2024 and has held it in 4 quarters since.
  • Avitas Wealth Management's Vulcan Materials position peaked at $1.15M in Q1 2024.
  • 927 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.