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Edgestream Partners’s Eagle Materials EXP Stock Holding History

Edgestream Partners’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
2025
Q4 		– Sell
-21,592
Closed -$5.03M – 1007
2025
Q3 		$5.03M Buy
+21,592
New +$4.89M 0.15% 248
2025
Q1 		– Sell
-6,205
Closed -$1.53M – 899
2024
Q4 		$1.53M Buy
6,205
+5,488
+765% +$1.58M 0.07% 458
2024
Q3 		$206K Buy
+717
New +$179K 0.01% 809
2024
Q2 		– Sell
-8,166
Closed -$2.22M – 905
2024
Q1 		$2.22M Sell
8,166
-284
-3% -$67.1K 0.11% 313
2023
Q4 		$1.71M Buy
+8,450
New +$1.49M 0.12% 283
2023
Q3 		– Sell
-7,555
Closed -$1.41M – 857
2023
Q2 		$1.41M Sell
7,555
-13,785
-65% -$2.2M 0.13% 281
2023
Q1 		$3.13M Sell
21,340
-14,977
-41% -$2.12M 0.35% 62
2022
Q4 		$4.82M Buy
36,317
+33,319
+1,111% +$4.21M 0.54% 33
2022
Q3 		$321K Buy
+2,998
New +$359K 0.02% 391

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BlackRock
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JP Morgan Chase
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BG
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return