Bleakley Financial Group’s Vulcan Materials VMC Stock Holding History

Bleakley Financial Group’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
2025 Q1	–	Sell	-1,545	Closed	-$398K	–	992
2024 Q4	$398K	Sell	1,545 -43	-3%	-$11.6K	0.01%	688
2024 Q3	$398K	Sell	1,588 -29	-2%	-$7.2K	0.01%	673
2024 Q2	$402K	Buy	1,617 +11	+0.7%	+$2.84K	0.01%	675
2024 Q1	$438K	Buy	1,606 +32	+2%	+$7.89K	0.01%	655
2023 Q4	$357K	Buy	1,574 +140	+10%	+$29.7K	0.01%	685
2023 Q3	$290K	Sell	1,434 -344	-19%	-$74.8K	0.01%	695
2023 Q2	$401K	Buy	1,778 +24	+1%	+$4.6K	0.01%	646
2023 Q1	$301K	Buy	1,754 +49	+3%	+$8.7K	0.01%	707
2022 Q4	$299K	Buy	+1,705	New	+$292K	0.01%	697

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bleakley Financial Group's VMC Position: Q1 2025 in Review

Bleakley Financial Group sold out of Vulcan Materials (VMC) in Q1 2025, closing a stake of 1,545 shares — an estimated $398K sold.

Bleakley Financial Group first reported a position in VMC in Q4 2022 and held it in 9 quarters. The position peaked at $438K in Q1 2024. 916 funds tracked by Wall St. Rank hold VMC as of Q1 2025.

Bleakley Financial Group reported no remaining Vulcan Materials position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 1,545 Vulcan Materials shares in Q1 2025, an estimated $398K.
Bleakley Financial Group first reported a position in Vulcan Materials in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Vulcan Materials position peaked at $438K in Q1 2024.
916 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.