Clearstead Advisors’s Eagle Materials EXP Stock Holding History

Clearstead 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
2026 Q1	$58.9K	Buy	311 +179	+136%	+$38.1K	﹤0.01%	1242
2025 Q4	$27.3K	Buy	132 +96	+267%	+$21.2K	﹤0.01%	1617
2025 Q3	$8.39K	Buy	36 +6	+20%	+$1.36K	﹤0.01%	1979
2025 Q2	$6.06K	Sell	30 -406	-93%	-$87.5K	﹤0.01%	2054
2025 Q1	$96.8K	Sell	436 -157	-26%	-$37.2K	﹤0.01%	1009
2024 Q4	$146K	Sell	593 -380	-39%	-$110K	﹤0.01%	928
2024 Q3	$280K	Sell	973 -166	-15%	-$41.5K	﹤0.01%	744
2024 Q2	$248K	Buy	+1,139	New	+$279K	﹤0.01%	745
2024 Q1	–	Sell	-100	Closed	-$20.3K	–	1565
2023 Q4	$20.3K	Sell	100 -100	-50%	-$17.6K	﹤0.01%	940
2023 Q3	$33.3K	Buy	+200	New	+$36.3K	﹤0.01%	943

Other funds holding EXP

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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