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Bowling Portfolio Management’s United States Lime & Minerals USLM Stock Holding History

Bowling Portfolio Management’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-38,460
Closed -$593K – 409
2017
Q4 		$593K Buy
+38,460
New +$663K 0.08% 293

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

Bowling Portfolio Management's USLM Position: Q1 2018 in Review

Bowling Portfolio Management sold out of United States Lime & Minerals (USLM) in Q1 2018, closing a stake of 38,460 shares — an estimated $593K sold.

Bowling Portfolio Management first reported a position in USLM in Q4 2017 and held it in 1 quarter. The position peaked at $593K in Q4 2017. 63 funds tracked by Wall St. Rank hold USLM as of Q1 2018.

  • Bowling Portfolio Management reported no remaining United States Lime & Minerals position as of Q1 2018 after selling out during the quarter.
  • Bowling Portfolio Management sold 38,460 United States Lime & Minerals shares in Q1 2018, an estimated $593K.
  • Bowling Portfolio Management first reported a position in United States Lime & Minerals in Q4 2017 and held it in 1 quarter.
  • Bowling Portfolio Management's United States Lime & Minerals position peaked at $593K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2018.

Based on Bowling Portfolio Management's 13F filing for Q1 2018, filed 25 Apr 2018.