DWT
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Dorsey & Whitney Trust’s Vulcan Materials VMC Stock Holding History

Dorsey & Whitney Trust’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
2024
Q1 		– Sell
-1,144
Closed -$260K – 644
2023
Q4 		$260K Buy
1,144
+3
+0.3% +$635 0.02% 491
2023
Q3 		$231K Hold
1,141
– – 0.02% 504
2023
Q2 		$257K Buy
+1,141
New +$219K 0.02% 475
2022
Q1 		– Sell
-1,077
Closed -$224K – 593
2021
Q4 		$224K Buy
+1,077
New +$209K 0.02% 505
2021
Q2 		– Sell
-2,304
Closed -$388K – 548
2021
Q1 		$388K Buy
2,304
+120
+5% +$19.5K 0.04% 330
2020
Q4 		$324K Buy
2,184
+90
+4% +$12.8K 0.04% 324
2020
Q3 		$284K Sell
2,094
-160
-7% -$20.1K 0.04% 315
2020
Q2 		$262K Buy
+2,254
New +$247K 0.04% 338
2019
Q4 		– Sell
-1,330
Closed -$202K – 460
2019
Q3 		$202K Buy
+1,330
New +$188K 0.03% 393
2018
Q1 		– Sell
-1,597
Closed -$205K – 392
2017
Q4 		$205K Buy
+1,597
New +$195K 0.04% 324
2017
Q3 		– Sell
-1,721
Closed -$218K – 362
2017
Q2 		$218K Hold
1,721
– – 0.04% 297
2017
Q1 		$208K Buy
+1,721
New +$210K 0.04% 298

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return