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

Comprehensive 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
2025
Q1 		– Sell
-2,489
Closed -$330K – 362
2024
Q4 		$330K Buy
+2,489
New +$316K 0.28% 68

Other funds holding USLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Comprehensive Financial Planning's USLM Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of United States Lime & Minerals (USLM) in Q1 2025, closing a stake of 2,489 shares — an estimated $330K sold.

Comprehensive Financial Planning first reported a position in USLM in Q4 2024 and held it in 1 quarter. The position peaked at $330K in Q4 2024. 198 funds tracked by Wall St. Rank hold USLM as of Q1 2025.

  • Comprehensive Financial Planning reported no remaining United States Lime & Minerals position as of Q1 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 2,489 United States Lime & Minerals shares in Q1 2025, an estimated $330K.
  • Comprehensive Financial Planning first reported a position in United States Lime & Minerals in Q4 2024 and held it in 1 quarter.
  • Comprehensive Financial Planning's United States Lime & Minerals position peaked at $330K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.