CSat Investment Advisory’s Vulcan Materials VMC Stock Holding History

CSat Investment Advisory’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
2021 Q1	$35K	Sell	210 -19	-8%	-$3.08K	0.03%	279
2020 Q4	$34K	Sell	229 -691	-75%	-$98.5K	0.03%	239
2020 Q3	$125K	Buy	920 +38	+4%	+$4.78K	0.01%	387
2020 Q2	$102K	Buy	882 +172	+24%	+$18.8K	0.01%	463
2020 Q1	$77K	Buy	710 +216	+44%	+$27.6K	0.02%	406
2019 Q4	$71K	Buy	494 +136	+38%	+$19.5K	0.02%	482
2019 Q3	$54K	Hold	358	–	–	0.02%	506
2019 Q2	$49K	Buy	358 +187	+109%	+$23.9K	0.02%	538
2019 Q1	$20K	Sell	171 -22	-11%	-$2.38K	0.01%	321
2018 Q4	$19K	Buy	193 +66	+52%	+$6.69K	0.01%	300
2018 Q3	$14K	Buy	127 +50	+65%	+$5.8K	0.01%	302
2018 Q2	$10K	Buy	+77	New	+$9.49K	0.01%	354

Other funds holding VMC

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

CSat Investment Advisory's VMC Position: Q1 2021 in Review

CSat Investment Advisory reduced its Vulcan Materials (VMC) stake by 8.3% in Q1 2021, selling an estimated $3.08K and leaving 210 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #279.

CSat Investment Advisory first reported a position in VMC in Q2 2018 and has held it in 12 quarters since. The position peaked at $125K in Q3 2020. 695 funds tracked by Wall St. Rank hold VMC as of Q1 2021.

CSat Investment Advisory held 210 shares of Vulcan Materials worth $35K as of Q1 2021.
CSat Investment Advisory sold 19 Vulcan Materials shares in Q1 2021, an estimated $3.08K.
Vulcan Materials made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #279 holding.
CSat Investment Advisory first reported a position in Vulcan Materials in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Vulcan Materials position peaked at $125K in Q3 2020.
695 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.