Connectus Wealth’s Vulcan Materials VMC Stock Holding History

Connectus Wealth’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 Q1	–	Sell	-9,110	Closed	-$2.07M	–	522
2023 Q4	$2.07M	Buy	+9,110	New	+$1.93M	0.04%	261

Other funds holding VMC

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Connectus Wealth's VMC Position: Q1 2024 in Review

Connectus Wealth sold out of Vulcan Materials (VMC) in Q1 2024, closing a stake of 9,110 shares — an estimated $2.07M sold.

Connectus Wealth first reported a position in VMC in Q4 2023 and held it in 1 quarter. The position peaked at $2.07M in Q4 2023. 868 funds tracked by Wall St. Rank hold VMC as of Q1 2024.

Connectus Wealth reported no remaining Vulcan Materials position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 9,110 Vulcan Materials shares in Q1 2024, an estimated $2.07M.
Connectus Wealth first reported a position in Vulcan Materials in Q4 2023 and held it in 1 quarter.
Connectus Wealth's Vulcan Materials position peaked at $2.07M in Q4 2023.
868 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.