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CSat Investment Advisory’s Eagle Materials EXP Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-189
Closed -$16K – 669
2020
Q3 		$16K Buy
189
+24
+15% +$1.94K ﹤0.01% 924
2020
Q2 		$12K Buy
165
+36
+28% +$2.26K ﹤0.01% 985
2020
Q1 		$8K Buy
129
+26
+25% +$2.07K ﹤0.01% 957
2019
Q4 		$9K Buy
103
+12
+13% +$1.1K ﹤0.01% 1004
2019
Q3 		$8K Buy
91
+12
+15% +$1.03K ﹤0.01% 980
2019
Q2 		$7K Buy
+79
New +$6.97K ﹤0.01% 992

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CSat Investment Advisory's EXP Position: Q4 2020 in Review

CSat Investment Advisory sold out of Eagle Materials (EXP) in Q4 2020, closing a stake of 189 shares — an estimated $16K sold.

CSat Investment Advisory first reported a position in EXP in Q2 2019 and held it in 6 quarters. The position peaked at $16K in Q3 2020. 335 funds tracked by Wall St. Rank hold EXP as of Q4 2020.

  • CSat Investment Advisory reported no remaining Eagle Materials position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 189 Eagle Materials shares in Q4 2020, an estimated $16K.
  • CSat Investment Advisory first reported a position in Eagle Materials in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Eagle Materials position peaked at $16K in Q3 2020.
  • 335 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.