Envestnet Portfolio Solutions
EXP icon

Envestnet Portfolio Solutions’s Eagle Materials EXP Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		– Sell
-1,101
Closed -$228K – 1350
2025
Q4 		$228K Sell
1,101
-253
-19% -$55.8K ﹤0.01% 1417
2025
Q3 		$316K Buy
1,354
+27
+2% +$6.12K ﹤0.01% 1222
2025
Q2 		$268K Sell
1,327
-313
-19% -$67.5K ﹤0.01% 1393
2025
Q1 		$364K Sell
1,640
-578
-26% -$137K ﹤0.01% 1194
2024
Q4 		$547K Sell
2,218
-100
-4% -$28.9K ﹤0.01% 1201
2024
Q3 		$667K Sell
2,318
-82
-3% -$20.5K ﹤0.01% 1059
2024
Q2 		$522K Sell
2,400
-201
-8% -$49.2K ﹤0.01% 1118
2024
Q1 		$707K Sell
2,601
-151
-5% -$35.7K ﹤0.01% 975
2023
Q4 		$558K Sell
2,752
-215
-7% -$37.8K ﹤0.01% 1001
2023
Q3 		$494K Buy
+2,967
New +$539K ﹤0.01% 989

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return