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Belpointe Asset Management’s Eagle Materials EXP Stock Holding History

Belpointe Asset Management’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
2024
Q2 		– Sell
-740
Closed -$201K – 875
2024
Q1 		$201K Buy
+740
New +$175K 0.02% 741
2023
Q2 		– Sell
-716
Closed -$105K – 1447
2023
Q1 		$105K Buy
716
+183
+34% +$25.9K 0.01% 1272
2022
Q4 		$70.9K Buy
+533
New +$67.3K ﹤0.01% 1430

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Belpointe Asset Management's EXP Position: Q2 2024 in Review

Belpointe Asset Management sold out of Eagle Materials (EXP) in Q2 2024, closing a stake of 740 shares — an estimated $201K sold.

Belpointe Asset Management first reported a position in EXP in Q4 2022 and held it in 3 quarters. The position peaked at $201K in Q1 2024. 469 funds tracked by Wall St. Rank hold EXP as of Q2 2024.

  • Belpointe Asset Management reported no remaining Eagle Materials position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 740 Eagle Materials shares in Q2 2024, an estimated $201K.
  • Belpointe Asset Management first reported a position in Eagle Materials in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Eagle Materials position peaked at $201K in Q1 2024.
  • 469 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.