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Brinker Capital Investments’s United States Lime & Minerals USLM Stock Holding History

Brinker Capital Investments’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
2025
Q1 		– Sell
-2,305
Closed -$306K – 1981
2024
Q4 		$306K Buy
+2,305
New +$292K ﹤0.01% 1549

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Select Equity Group
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Geode Capital Management
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Goldman Sachs
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Brinker Capital Investments's USLM Position: Q1 2025 in Review

Brinker Capital Investments sold out of United States Lime & Minerals (USLM) in Q1 2025, closing a stake of 2,305 shares — an estimated $306K sold.

Brinker Capital Investments first reported a position in USLM in Q4 2024 and held it in 1 quarter. The position peaked at $306K in Q4 2024. 198 funds tracked by Wall St. Rank hold USLM as of Q1 2025.

  • Brinker Capital Investments reported no remaining United States Lime & Minerals position as of Q1 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 2,305 United States Lime & Minerals shares in Q1 2025, an estimated $306K.
  • Brinker Capital Investments first reported a position in United States Lime & Minerals in Q4 2024 and held it in 1 quarter.
  • Brinker Capital Investments's United States Lime & Minerals position peaked at $306K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2025.

Based on Brinker Capital Investments's 13F filing for Q1 2025, filed 1 Aug 2025.