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Clear Point Advisors’s Vulcan Materials VMC Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-10
Closed -$2.5K – 514
2024
Q3 		$2.5K Hold
10
– – ﹤0.01% 434
2024
Q2 		$2.49K Hold
10
– – ﹤0.01% 427
2024
Q1 		$2.73K Sell
10
-3
-23% -$739 ﹤0.01% 417
2023
Q4 		$2.95K Buy
+13
New +$2.75K ﹤0.01% 400

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Clear Point Advisors's VMC Position: Q4 2024 in Review

Clear Point Advisors sold out of Vulcan Materials (VMC) in Q4 2024, closing a stake of 10 shares — an estimated $2.5K sold.

Clear Point Advisors first reported a position in VMC in Q4 2023 and held it in 4 quarters. The position peaked at $2.95K in Q4 2023. 927 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

  • Clear Point Advisors reported no remaining Vulcan Materials position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 10 Vulcan Materials shares in Q4 2024, an estimated $2.5K.
  • Clear Point Advisors first reported a position in Vulcan Materials in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Vulcan Materials position peaked at $2.95K in Q4 2023.
  • 927 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.