Clear Creek Financial Management’s Vulcan Materials VMC Stock Holding History

Clear Creek Financial Management’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
2023 Q3	–	Sell	-3,480	Closed	-$785K	–	346
2023 Q2	$785K	Buy	3,480 +7	+0.2%	+$1.34K	0.14%	125
2023 Q1	$596K	Buy	3,473 +9	+0.3%	+$1.6K	0.11%	141
2022 Q4	$607K	Buy	3,464 +8	+0.2%	+$1.37K	0.13%	131
2022 Q3	$545K	Buy	3,456 +8	+0.2%	+$1.3K	0.12%	138
2022 Q2	$490K	Buy	3,448 +8	+0.2%	+$1.32K	0.1%	156
2022 Q1	$632K	Buy	3,440 +59	+2%	+$11K	0.1%	161
2021 Q4	$702K	Hold	3,381	–	–	0.11%	156
2021 Q3	$572K	Hold	3,381	–	–	0.09%	174
2021 Q2	$589K	Buy	+3,381	New	+$605K	0.09%	168
2021 Q1	–	Sell	-3,381	Closed	-$501K	–	253
2020 Q4	$501K	Buy	+3,381	New	+$482K	0.1%	186
2020 Q3	–	Sell	-3,381	Closed	-$391K	–	257
2020 Q2	$391K	Hold	3,381	–	–	0.1%	145
2020 Q1	$365K	Buy	+3,381	New	+$432K	0.14%	97

Other funds holding VMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Clear Creek Financial Management's VMC Position: Q3 2023 in Review

Clear Creek Financial Management sold out of Vulcan Materials (VMC) in Q3 2023, closing a stake of 3,480 shares — an estimated $785K sold.

Clear Creek Financial Management first reported a position in VMC in Q1 2020 and held it in 12 quarters. The position peaked at $785K in Q2 2023. 764 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

Clear Creek Financial Management reported no remaining Vulcan Materials position as of Q3 2023 after selling out during the quarter.
Clear Creek Financial Management sold 3,480 Vulcan Materials shares in Q3 2023, an estimated $785K.
Clear Creek Financial Management first reported a position in Vulcan Materials in Q1 2020 and held it in 12 quarters.
Clear Creek Financial Management's Vulcan Materials position peaked at $785K in Q2 2023.
764 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on Clear Creek Financial Management's 13F filing for Q3 2023, filed 24 Oct 2023.