BerganKDV Wealth Management’s Eagle Materials EXP Stock Holding History

BerganKDV Wealth 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
2023 Q2	$1.63M	Buy	8,732 +182	+2%	+$29K	0.16%	101
2023 Q1	$1.25M	Buy	8,550 +689	+9%	+$97.7K	0.13%	118
2022 Q4	$1.04M	Buy	7,861 +1,250	+19%	+$158K	0.11%	127
2022 Q3	$709K	Buy	6,611 +464	+8%	+$55.6K	0.08%	140
2022 Q2	$676K	Buy	+6,147	New	+$756K	0.08%	148
2020 Q2	–	Sell	-3	Closed	–	–	995
2020 Q1	$0	Hold	3	–	–	﹤0.01%	941
2019 Q4	$0	Buy	+3	New	+$275	﹤0.01%	943

Other funds holding EXP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

FCM

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BerganKDV Wealth Management's EXP Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Eagle Materials (EXP) stake by 2.1% in Q2 2023, buying an estimated $29K and bringing the position to 8,732 shares worth $1.63M. The position accounts for 0.16% of the portfolio, ranked #101.

BerganKDV Wealth Management first reported a position in EXP in Q4 2019 and has held it in 7 quarters since. 437 funds tracked by Wall St. Rank hold EXP as of Q2 2023.

BerganKDV Wealth Management held 8,732 shares of Eagle Materials worth $1.63M as of Q2 2023.
BerganKDV Wealth Management bought 182 Eagle Materials shares in Q2 2023, an estimated $29K.
Eagle Materials made up 0.16% of BerganKDV Wealth Management's portfolio in Q2 2023, its #101 holding.
BerganKDV Wealth Management first reported a position in Eagle Materials in Q4 2019 and has held it in 7 quarters since.
437 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.