Blue Trust Inc’s Eagle Materials EXP Stock Holding History

Blue Trust Inc’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
2026 Q1	$51.1K	Sell	270 -164	-38%	-$34.9K	﹤0.01%	1317
2025 Q4	$89.7K	Sell	434 -473	-52%	-$104K	﹤0.01%	1112
2025 Q3	$211K	Sell	907 -239	-21%	-$54.2K	﹤0.01%	778
2025 Q2	$232K	Buy	1,146 +57	+5%	+$12.3K	﹤0.01%	714
2025 Q1	$242K	Buy	1,089 +169	+18%	+$40.1K	﹤0.01%	638
2024 Q4	$227K	Buy	920 +61	+7%	+$17.6K	﹤0.01%	598
2024 Q3	$187K	Buy	859 +179	+26%	+$44.8K	﹤0.01%	890
2024 Q2	$185K	Buy	680 +125	+23%	+$30.6K	﹤0.01%	745
2024 Q1	$151K	Buy	555 +514	+1,254%	+$121K	﹤0.01%	595
2023 Q4	$7K	Buy	41 +37	+925%	+$6.5K	﹤0.01%	1703
2023 Q3	$1K	Buy	+4	New	+$727	﹤0.01%	1909
2023 Q2	–	Sell	-219	Closed	-$29K	–	2169
2023 Q1	$29K	Buy	219 +37	+20%	+$5.25K	﹤0.01%	1236
2022 Q4	$20K	Buy	182 +76	+72%	+$9.6K	﹤0.01%	1293
2022 Q3	$11K	Buy	106 +23	+28%	+$2.75K	﹤0.01%	1295
2022 Q2	$11K	Buy	+83	New	+$10.2K	﹤0.01%	1167

Other funds holding EXP

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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