Baystate Wealth Management’s Vulcan Materials VMC Stock Holding History

Baystate 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
2023 Q4	$32.1K	Buy	141 +11	+8%	+$2.33K	﹤0.01%	468
2023 Q3	$26.3K	Buy	130 +1	+0.8%	+$218	﹤0.01%	439
2023 Q2	$29.3K	Hold	129	–	–	﹤0.01%	407
2023 Q1	$22.3K	Hold	129	–	–	﹤0.01%	449
2022 Q4	$23K	Hold	129	–	–	﹤0.01%	439
2022 Q3	$20K	Buy	129 +1	+0.8%	+$162	﹤0.01%	432
2022 Q2	$18K	Hold	128	–	–	﹤0.01%	469
2022 Q1	$24K	Hold	128	–	–	﹤0.01%	427
2021 Q4	$27K	Hold	128	–	–	﹤0.01%	420
2021 Q3	$22K	Buy	128 +1	+0.8%	+$179	﹤0.01%	409
2021 Q2	$22K	Hold	127	–	–	﹤0.01%	386
2021 Q1	$22K	Buy	127 +117	+1,170%	+$19K	﹤0.01%	351
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	589
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	618
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	631
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	581
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	603
2019 Q3	$2K	Hold	10	–	–	﹤0.01%	497
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	614
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	629
2018 Q4	$1K	Sell	10 -200	-95%	-$20.3K	﹤0.01%	640
2018 Q3	$22K	Buy	210 +200	+2,000%	+$23.2K	﹤0.01%	293
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	662
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	632
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	624
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	602
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	632
2017 Q1	$1K	Buy	+10	New	+$1.22K	﹤0.01%	599

Other funds holding VMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Baystate Wealth Management's VMC Position: Q4 2023 in Review

Baystate Wealth Management increased its Vulcan Materials (VMC) stake by 8.5% in Q4 2023, buying an estimated $2.33K and bringing the position to 141 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Baystate Wealth Management first reported a position in VMC in Q1 2017 and has held it in 28 quarters since. 820 funds tracked by Wall St. Rank hold VMC as of Q4 2023.

Baystate Wealth Management held 141 shares of Vulcan Materials worth $32.1K as of Q4 2023.
Baystate Wealth Management bought 11 Vulcan Materials shares in Q4 2023, an estimated $2.33K.
Vulcan Materials made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #468 holding.
Baystate Wealth Management first reported a position in Vulcan Materials in Q1 2017 and has held it in 28 quarters since.
820 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.