CFM Wealth Partners’s Eagle Materials EXP Stock Holding History

CFM Wealth Partners’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
2020 Q2	–	Sell	-90	Closed	-$5K	–	523
2020 Q1	$5K	Sell	90 -58	-39%	-$4.62K	﹤0.01%	471
2019 Q4	$14K	Buy	+148	New	+$13.6K	0.01%	388

Other funds holding EXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFM Wealth Partners's EXP Position: Q2 2020 in Review

CFM Wealth Partners sold out of Eagle Materials (EXP) in Q2 2020, closing a stake of 90 shares — an estimated $5K sold.

CFM Wealth Partners first reported a position in EXP in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 290 funds tracked by Wall St. Rank hold EXP as of Q2 2020.

CFM Wealth Partners reported no remaining Eagle Materials position as of Q2 2020 after selling out during the quarter.
CFM Wealth Partners sold 90 Eagle Materials shares in Q2 2020, an estimated $5K.
CFM Wealth Partners first reported a position in Eagle Materials in Q4 2019 and held it in 2 quarters.
CFM Wealth Partners's Eagle Materials position peaked at $14K in Q4 2019.
290 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.