Claris Advisors’s Eagle Materials EXP Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-3	Closed	-$863	–	419
2024 Q3	$863	Buy	+3	New	+$750	﹤0.01%	475

Other funds holding EXP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Claris Advisors's EXP Position: Q4 2024 in Review

Claris Advisors sold out of Eagle Materials (EXP) in Q4 2024, closing a stake of 3 shares — an estimated $863 sold.

Claris Advisors first reported a position in EXP in Q3 2024 and held it in 1 quarter. The position peaked at $863 in Q3 2024. 491 funds tracked by Wall St. Rank hold EXP as of Q4 2024.

Claris Advisors reported no remaining Eagle Materials position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Eagle Materials shares in Q4 2024, an estimated $863.
Claris Advisors first reported a position in Eagle Materials in Q3 2024 and held it in 1 quarter.
Claris Advisors's Eagle Materials position peaked at $863 in Q3 2024.
491 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.