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Center for Financial Planning’s Vulcan Materials VMC Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-3
Closed -$747 – 606
2024
Q2 		$747 Hold
3
– – ﹤0.01% 538
2024
Q1 		$819 Buy
+3
New +$739 ﹤0.01% 559
2020
Q2 		– Sell
-20
Closed -$2K – 581
2020
Q1 		$2K Buy
+20
New +$2.56K ﹤0.01% 515

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

Center for Financial Planning's VMC Position: Q3 2024 in Review

Center for Financial Planning sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 3 shares — an estimated $747 sold.

Center for Financial Planning first reported a position in VMC in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 883 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

  • Center for Financial Planning reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 3 Vulcan Materials shares in Q3 2024, an estimated $747.
  • Center for Financial Planning first reported a position in Vulcan Materials in Q1 2020 and held it in 3 quarters.
  • Center for Financial Planning's Vulcan Materials position peaked at $2K in Q1 2020.
  • 883 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.