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Cary Street Partners Investment Advisory’s Eagle Materials EXP Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-45
Closed -$7.49K – 992
2023
Q3 		$7.49K Hold
45
– – ﹤0.01% 1368
2023
Q2 		$8.39K Hold
45
– – ﹤0.01% 1289
2023
Q1 		$6.6K Hold
45
– – ﹤0.01% 1251
2022
Q4 		$5.98K Buy
+45
New +$5.68K ﹤0.01% 1288

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's EXP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Eagle Materials (EXP) in Q4 2023, closing a stake of 45 shares — an estimated $7.49K sold.

Cary Street Partners Investment Advisory first reported a position in EXP in Q4 2022 and held it in 4 quarters. The position peaked at $8.39K in Q2 2023. 456 funds tracked by Wall St. Rank hold EXP as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Eagle Materials position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 45 Eagle Materials shares in Q4 2023, an estimated $7.49K.
  • Cary Street Partners Investment Advisory first reported a position in Eagle Materials in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Eagle Materials position peaked at $8.39K in Q2 2023.
  • 456 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.