BOK Financial’s Eagle Materials EXP Stock Holding History

BOK Financial’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
2025 Q2	–	Sell	-18	Closed	-$4K	–	1203
2025 Q1	$4K	Hold	18	–	–	﹤0.01%	1061
2024 Q4	$4.23K	Sell	18 -18	-50%	-$5.19K	﹤0.01%	1062
2024 Q3	$10.3K	Hold	36	–	–	﹤0.01%	989
2024 Q2	$7.83K	Buy	36 +18	+100%	+$4.41K	﹤0.01%	968
2024 Q1	$4.86K	Hold	18	–	–	﹤0.01%	1004
2023 Q4	$3.65K	Hold	18	–	–	﹤0.01%	1051
2023 Q3	$2.77K	Buy	+18	New	+$3.27K	﹤0.01%	1011
2023 Q2	–	Sell	-46	Closed	-$6.75K	–	1107
2023 Q1	$6.75K	Buy	+46	New	+$6.52K	﹤0.01%	1025
2016 Q1	–	Sell	-15,945	Closed	-$964K	–	855
2015 Q4	$964K	Sell	15,945 -9,294	-37%	-$619K	0.03%	441
2015 Q3	$1.73M	Sell	25,239 -6,899	-21%	-$539K	0.07%	320
2015 Q2	$2.45M	Sell	32,138 -11,277	-26%	-$932K	0.08%	274
2015 Q1	$3.63M	Buy	43,415 +30,274	+230%	+$2.36M	0.12%	199
2014 Q4	$1M	Buy	13,141 +2,133	+19%	+$180K	0.03%	406
2014 Q3	$1.12M	Buy	11,008 +4,002	+57%	+$389K	0.04%	423
2014 Q2	$661K	Buy	+7,006	New	+$613K	0.02%	550

Other funds holding EXP

Fidelity Investments

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

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

JP Morgan Chase

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

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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management

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