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Carmel Capital Partners’s United States Lime & Minerals USLM Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-55
Closed -$2.21K – 669
2023
Q3 		$2.21K Buy
+55
New +$2.29K ﹤0.01% 623

Other funds holding USLM

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Dimensional Fund Advisors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Carmel Capital Partners's USLM Position: Q4 2023 in Review

Carmel Capital Partners sold out of United States Lime & Minerals (USLM) in Q4 2023, closing a stake of 55 shares — an estimated $2.21K sold.

Carmel Capital Partners first reported a position in USLM in Q3 2023 and held it in 1 quarter. The position peaked at $2.21K in Q3 2023. 104 funds tracked by Wall St. Rank hold USLM as of Q4 2023.

  • Carmel Capital Partners reported no remaining United States Lime & Minerals position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 55 United States Lime & Minerals shares in Q4 2023, an estimated $2.21K.
  • Carmel Capital Partners first reported a position in United States Lime & Minerals in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's United States Lime & Minerals position peaked at $2.21K in Q3 2023.
  • 104 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.