CWP
VMC icon

CFM Wealth Partners’s Vulcan Materials VMC Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-19
Closed -$2K – 440
2020
Q2 		$2K Sell
19
-92
-83% -$10.1K ﹤0.01% 471
2020
Q1 		$12K Buy
111
+12
+12% +$1.53K 0.01% 417
2019
Q4 		$14K Buy
+99
New +$14.2K 0.01% 392

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

CFM Wealth Partners's VMC Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vulcan Materials (VMC) in Q3 2020, closing a stake of 19 shares — an estimated $2K sold.

CFM Wealth Partners first reported a position in VMC in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 618 funds tracked by Wall St. Rank hold VMC as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vulcan Materials position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 19 Vulcan Materials shares in Q3 2020, an estimated $2K.
  • CFM Wealth Partners first reported a position in Vulcan Materials in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vulcan Materials position peaked at $14K in Q4 2019.
  • 618 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.