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BerganKDV Wealth Management’s Vulcan Materials VMC Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-5
Closed -$1K – 1019
2020
Q3 		$1K Hold
5
– – ﹤0.01% 874
2020
Q2 		$1K Hold
5
– – ﹤0.01% 913
2020
Q1 		$1K Buy
+5
New +$639 ﹤0.01% 892

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BerganKDV Wealth Management's VMC Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Vulcan Materials (VMC) in Q4 2020, closing a stake of 5 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in VMC in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 659 funds tracked by Wall St. Rank hold VMC as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Vulcan Materials position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5 Vulcan Materials shares in Q4 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Vulcan Materials in Q1 2020 and held it in 3 quarters.
  • BerganKDV Wealth Management's Vulcan Materials position peaked at $1K in Q3 2020.
  • 659 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.