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Castle Wealth Management’s Vulcan Materials VMC Stock Holding History

Castle 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
2022
Q4 		– Sell
-3
Closed – – 617
2022
Q3 		$0 Hold
3
– – ﹤0.01% 740
2022
Q2 		$0 Buy
+3
New +$495 ﹤0.01% 706

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Castle Wealth Management's VMC Position: Q4 2022 in Review

Castle Wealth Management sold out of Vulcan Materials (VMC) in Q4 2022, closing a stake of 3 shares.

Castle Wealth Management first reported a position in VMC in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 718 funds tracked by Wall St. Rank hold VMC as of Q4 2022.

  • Castle Wealth Management reported no remaining Vulcan Materials position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 3 Vulcan Materials shares in Q4 2022.
  • Castle Wealth Management first reported a position in Vulcan Materials in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Vulcan Materials position peaked at $0 in Q3 2022.
  • 718 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.