CI
VMC icon

Cavalier Investments’s Vulcan Materials VMC Stock Holding History

Cavalier Investments’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
2017
Q1 		– Sell
-13,500
Closed -$1.69M – 184
2016
Q4 		$1.69M Sell
13,500
-2,800
-17% -$339K 1.09% 10
2016
Q3 		$1.85M Buy
16,300
+4,900
+43% +$578K 1.13% 14
2016
Q2 		$1.37M Buy
11,400
+3,600
+46% +$408K 0.8% 28
2016
Q1 		$823K Buy
7,800
+3,300
+73% +$313K 0.47% 42
2015
Q4 		$427K Buy
+4,500
New +$436K 0.25% 66

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cavalier Investments's VMC Position: Q1 2017 in Review

Cavalier Investments sold out of Vulcan Materials (VMC) in Q1 2017, closing a stake of 13,500 shares — an estimated $1.69M sold.

Cavalier Investments first reported a position in VMC in Q4 2015 and held it in 5 quarters. The position peaked at $1.85M in Q3 2016. 564 funds tracked by Wall St. Rank hold VMC as of Q1 2017.

  • Cavalier Investments reported no remaining Vulcan Materials position as of Q1 2017 after selling out during the quarter.
  • Cavalier Investments sold 13,500 Vulcan Materials shares in Q1 2017, an estimated $1.69M.
  • Cavalier Investments first reported a position in Vulcan Materials in Q4 2015 and held it in 5 quarters.
  • Cavalier Investments's Vulcan Materials position peaked at $1.85M in Q3 2016.
  • 564 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.