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Bison Wealth’s Vulcan Materials VMC Stock Holding History

Bison Wealth’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
2024
Q4 		$277K Sell
1,078
-99
-8% -$26.6K 0.06% 242
2024
Q3 		$295K Buy
+1,177
New +$292K 0.05% 325

Other funds holding VMC

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bison Wealth's VMC Position: Q4 2024 in Review

Bison Wealth reduced its Vulcan Materials (VMC) stake by 8.4% in Q4 2024, selling an estimated $26.6K and leaving 1,078 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #242.

Bison Wealth first reported a position in VMC in Q3 2024 and has held it in 2 quarters since. The position peaked at $295K in Q3 2024. 928 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

  • Bison Wealth held 1,078 shares of Vulcan Materials worth $277K as of Q4 2024.
  • Bison Wealth sold 99 Vulcan Materials shares in Q4 2024, an estimated $26.6K.
  • Vulcan Materials made up 0.06% of Bison Wealth's portfolio in Q4 2024, its #242 holding.
  • Bison Wealth first reported a position in Vulcan Materials in Q3 2024 and has held it in 2 quarters since.
  • Bison Wealth's Vulcan Materials position peaked at $295K in Q3 2024.
  • 928 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.