Covestor’s Eagle Materials EXP Stock Holding History

Covestor’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	$79K	Buy	419 +93	+29%	+$19.8K	0.05%	402
2025 Q4	$68K	Sell	326 -133	-29%	-$29.4K	0.04%	774
2025 Q3	$107K	Sell	459 -105	-19%	-$23.8K	0.06%	542
2025 Q2	$114K	Buy	564 +177	+46%	+$38.1K	0.07%	470
2025 Q1	$86K	Sell	387 -12	-3%	-$2.85K	0.06%	578
2024 Q4	$99K	Sell	399 -72	-15%	-$20.8K	0.06%	535
2024 Q3	$136K	Sell	471 -35	-7%	-$8.75K	0.09%	357
2024 Q2	$110K	Sell	506 -47	-8%	-$11.5K	0.07%	429
2024 Q1	$150K	Buy	553 +82	+17%	+$19.4K	0.1%	278
2023 Q4	$96K	Buy	471 +150	+47%	+$26.4K	0.07%	518
2023 Q3	$54K	Buy	321 +170	+113%	+$30.9K	0.04%	736
2023 Q2	$28K	Buy	151 +66	+78%	+$10.5K	0.02%	998
2023 Q1	$13K	Sell	85 -1	-1%	-$142	0.01%	1181
2022 Q4	$11K	Sell	86 -1	-1%	-$126	0.01%	1274
2022 Q3	$9K	Sell	87 -454	-84%	-$54.4K	0.01%	1298
2022 Q2	$60K	Sell	541 -571	-51%	-$70.3K	0.05%	673
2022 Q1	$143K	Buy	1,112 +530	+91%	+$75.2K	0.1%	299
2021 Q4	$97K	Buy	+582	New	+$89.5K	0.14%	172

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