Emerald Mutual Fund Advisers Trust’s Vulcan Materials VMC Stock Holding History

Emerald Mutual Fund Advisers 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
2020 Q4	–	Sell	-1,224	Closed	-$166K	–	335
2020 Q3	$166K	Buy	1,224 +475	+63%	+$59.7K	0.01%	244
2020 Q2	$87K	Buy	+749	New	+$82K	﹤0.01%	259
2016 Q4	–	Sell	-1,970	Closed	-$224K	–	304
2016 Q3	$224K	Sell	1,970 -365	-16%	-$43K	0.01%	266
2016 Q2	$281K	Buy	2,335 +56	+2%	+$6.34K	0.02%	246
2016 Q1	$241K	Buy	+2,279	New	+$216K	0.01%	251

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's VMC Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Vulcan Materials (VMC) in Q4 2020, closing a stake of 1,224 shares — an estimated $166K sold.

Emerald Mutual Fund Advisers Trust first reported a position in VMC in Q1 2016 and held it in 5 quarters. The position peaked at $281K in Q2 2016. 659 funds tracked by Wall St. Rank hold VMC as of Q4 2020.

Emerald Mutual Fund Advisers Trust reported no remaining Vulcan Materials position as of Q4 2020 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 1,224 Vulcan Materials shares in Q4 2020, an estimated $166K.
Emerald Mutual Fund Advisers Trust first reported a position in Vulcan Materials in Q1 2016 and held it in 5 quarters.
Emerald Mutual Fund Advisers Trust's Vulcan Materials position peaked at $281K in Q2 2016.
659 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.