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Disciplined Investments’s Vulcan Materials VMC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-10
Closed -$2.25K – 1495
2023
Q2 		$2.25K Sell
10
-1
-9% -$192 ﹤0.01% 615
2023
Q1 		$1.89K Buy
11
+3
+38% +$533 ﹤0.01% 688
2022
Q4 		$1.4K Sell
8
-3
-27% -$513 ﹤0.01% 759
2022
Q3 		$2K Buy
11
+4
+57% +$650 ﹤0.01% 736
2022
Q2 		$1K Sell
7
-3
-30% -$495 ﹤0.01% 1154
2022
Q1 		$2K Buy
+10
New +$1.87K ﹤0.01% 807

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Disciplined Investments's VMC Position: Q3 2023 in Review

Disciplined Investments sold out of Vulcan Materials (VMC) in Q3 2023, closing a stake of 10 shares — an estimated $2.25K sold.

Disciplined Investments first reported a position in VMC in Q1 2022 and held it in 6 quarters. The position peaked at $2.25K in Q2 2023. 764 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

  • Disciplined Investments reported no remaining Vulcan Materials position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Vulcan Materials shares in Q3 2023, an estimated $2.25K.
  • Disciplined Investments first reported a position in Vulcan Materials in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Vulcan Materials position peaked at $2.25K in Q2 2023.
  • 764 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.