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Capital Performance Advisors’s United States Lime & Minerals USLM Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-165
Closed -$16.1K – 2567
2024
Q3 		$16.1K Buy
+165
New +$13.2K ﹤0.01% 672

Other funds holding USLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's USLM Position: Q4 2024 in Review

Capital Performance Advisors sold out of United States Lime & Minerals (USLM) in Q4 2024, closing a stake of 165 shares — an estimated $16.1K sold.

Capital Performance Advisors first reported a position in USLM in Q3 2024 and held it in 1 quarter. The position peaked at $16.1K in Q3 2024. 206 funds tracked by Wall St. Rank hold USLM as of Q4 2024.

  • Capital Performance Advisors reported no remaining United States Lime & Minerals position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 165 United States Lime & Minerals shares in Q4 2024, an estimated $16.1K.
  • Capital Performance Advisors first reported a position in United States Lime & Minerals in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's United States Lime & Minerals position peaked at $16.1K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.