Convergence Investment Partners’s Eagle Materials EXP Stock Holding History

Convergence Investment Partners’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
2024 Q4	–	Sell	-2,561	Closed	-$737K	–	267
2024 Q3	$737K	Buy	2,561 +460	+22%	+$115K	0.2%	151
2024 Q2	$457K	Buy	2,101 +461	+28%	+$113K	0.13%	184
2024 Q1	$446K	Buy	1,640 +513	+46%	+$121K	0.17%	144
2023 Q4	$229K	Buy	+1,127	New	+$198K	0.12%	172
2023 Q3	–	Sell	-1,250	Closed	-$233K	–	168
2023 Q2	$233K	Buy	+1,250	New	+$199K	0.13%	146
2022 Q1	–	Sell	-823	Closed	-$137K	–	222
2021 Q4	$137K	Buy	+823	New	+$127K	0.07%	215
2021 Q3	–	Sell	-1,109	Closed	-$158K	–	239
2021 Q2	$158K	Buy	+1,109	New	+$159K	0.07%	239

Other funds holding EXP

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Convergence Investment Partners's EXP Position: Q4 2024 in Review

Convergence Investment Partners sold out of Eagle Materials (EXP) in Q4 2024, closing a stake of 2,561 shares — an estimated $737K sold.

Convergence Investment Partners first reported a position in EXP in Q2 2021 and held it in 7 quarters. The position peaked at $737K in Q3 2024. 491 funds tracked by Wall St. Rank hold EXP as of Q4 2024.

Convergence Investment Partners reported no remaining Eagle Materials position as of Q4 2024 after selling out during the quarter.
Convergence Investment Partners sold 2,561 Eagle Materials shares in Q4 2024, an estimated $737K.
Convergence Investment Partners first reported a position in Eagle Materials in Q2 2021 and held it in 7 quarters.
Convergence Investment Partners's Eagle Materials position peaked at $737K in Q3 2024.
491 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2024.

Based on Convergence Investment Partners's 13F filing for Q4 2024, filed 31 Jan 2025.