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Elm Advisors’s Vulcan Materials VMC Stock Holding History

Elm Advisors’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 		– Sell
-550
Closed -$82K – 246
2020
Q4 		$82K Buy
+550
New +$78.4K 0.05% 131
2018
Q4 		– Sell
-550
Closed -$61K – 259
2018
Q3 		$61K Buy
+550
New +$63.8K 0.04% 150

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elm Advisors's VMC Position: Q1 2021 in Review

Elm Advisors sold out of Vulcan Materials (VMC) in Q1 2021, closing a stake of 550 shares — an estimated $82K sold.

Elm Advisors first reported a position in VMC in Q3 2018 and held it in 2 quarters. The position peaked at $82K in Q4 2020. 695 funds tracked by Wall St. Rank hold VMC as of Q1 2021.

  • Elm Advisors reported no remaining Vulcan Materials position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 550 Vulcan Materials shares in Q1 2021, an estimated $82K.
  • Elm Advisors first reported a position in Vulcan Materials in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Vulcan Materials position peaked at $82K in Q4 2020.
  • 695 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.