Berman Capital Advisors’s Vulcan Materials VMC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$90K	Buy	541 +227	+72%	+$40.6K	0.01%	473
2021 Q2	$53K	Buy	314 +142	+83%	+$25.4K	0.01%	553
2021 Q1	$28K	Buy	172 +15	+10%	+$2.43K	0.01%	681
2020 Q4	$23K	Buy	157 +4	+3%	+$570	0.01%	632
2020 Q3	$19K	Sell	153 -22	-13%	-$2.76K	0.01%	611
2020 Q2	$19K	Sell	175 -50	-22%	-$5.48K	0.01%	565
2020 Q1	$22K	Buy	225 +90	+67%	+$11.5K	0.01%	475
2019 Q4	$19K	Buy	135 +29	+27%	+$4.15K	0.01%	557
2019 Q3	$16K	Hold	106	–	–	0.01%	576
2019 Q2	$14K	Buy	106 +6	+6%	+$766	﹤0.01%	629
2019 Q1	$11K	Buy	100 +46	+85%	+$4.97K	﹤0.01%	638
2018 Q4	$5K	Buy	+54	New	+$5.48K	﹤0.01%	703

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's VMC Position: Q3 2021 in Review

Berman Capital Advisors increased its Vulcan Materials (VMC) stake by 72% in Q3 2021, buying an estimated $40.6K and bringing the position to 541 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #473.

Berman Capital Advisors first reported a position in VMC in Q4 2018 and has held it in 12 quarters since. 711 funds tracked by Wall St. Rank hold VMC as of Q3 2021.

Berman Capital Advisors held 541 shares of Vulcan Materials worth $90K as of Q3 2021.
Berman Capital Advisors bought 227 Vulcan Materials shares in Q3 2021, an estimated $40.6K.
Vulcan Materials made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #473 holding.
Berman Capital Advisors first reported a position in Vulcan Materials in Q4 2018 and has held it in 12 quarters since.
711 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.