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Cassady Schiller Wealth Management’s Vulcan Materials VMC Stock Holding History

Cassady Schiller Wealth Management’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$32.7K Buy
127
+8
+7% +$2.15K 0.01% 241
2024
Q3 		$29.8K Hold
119
– – 0.01% 242
2024
Q2 		$29.6K Hold
119
– – 0.01% 240
2024
Q1 		$32.5K Hold
119
– – 0.01% 242
2023
Q4 		$27K Hold
119
– – 0.01% 254
2023
Q3 		$24K Hold
119
– – 0.01% 262
2023
Q2 		$26.8K Buy
+119
New +$22.8K 0.01% 259

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cassady Schiller Wealth Management's VMC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vulcan Materials (VMC) stake by 6.7% in Q4 2024, buying an estimated $2.15K and bringing the position to 127 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #241.

Cassady Schiller Wealth Management first reported a position in VMC in Q2 2023 and has held it in 7 quarters since. 927 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

  • Cassady Schiller Wealth Management held 127 shares of Vulcan Materials worth $32.7K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 8 Vulcan Materials shares in Q4 2024, an estimated $2.15K.
  • Vulcan Materials made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #241 holding.
  • Cassady Schiller Wealth Management first reported a position in Vulcan Materials in Q2 2023 and has held it in 7 quarters since.
  • 927 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.