Clear Perspectives Financial Planning’s United States Lime & Minerals USLM Stock Holding History

Clear Perspectives Financial Planning’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$15.3K	Hold	500	–	–	0.01%	126
2022 Q4	$14.1K	Hold	500	–	–	0.01%	140
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	147
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	153
2022 Q1	$12K	Hold	500	–	–	﹤0.01%	157
2021 Q4	$13K	Hold	500	–	–	0.01%	163
2021 Q3	$12K	Hold	500	–	–	0.01%	154
2021 Q2	$14K	Buy	+500	New	+$14.1K	0.01%	153

Other funds holding USLM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Clear Perspectives Financial Planning's USLM Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its United States Lime & Minerals (USLM) position steady in Q1 2023 at 500 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #126.

Clear Perspectives Financial Planning first reported a position in USLM in Q2 2021 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold USLM as of Q1 2023.

Clear Perspectives Financial Planning held 500 shares of United States Lime & Minerals worth $15.3K as of Q1 2023.
Clear Perspectives Financial Planning left its United States Lime & Minerals share count unchanged in Q1 2023.
United States Lime & Minerals made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #126 holding.
Clear Perspectives Financial Planning first reported a position in United States Lime & Minerals in Q2 2021 and has held it in 8 quarters since.
67 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.