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Epic Trust Investment Advisors’s Eagle Materials EXP Stock Holding History

Epic Trust Investment Advisors’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
2022
Q1 		– Sell
-1,263
Closed -$210K – 85
2021
Q4 		$210K Buy
+1,263
New +$194K 0.3% 74

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Epic Trust Investment Advisors's EXP Position: Q1 2022 in Review

Epic Trust Investment Advisors sold out of Eagle Materials (EXP) in Q1 2022, closing a stake of 1,263 shares — an estimated $210K sold.

Epic Trust Investment Advisors first reported a position in EXP in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 377 funds tracked by Wall St. Rank hold EXP as of Q1 2022.

  • Epic Trust Investment Advisors reported no remaining Eagle Materials position as of Q1 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 1,263 Eagle Materials shares in Q1 2022, an estimated $210K.
  • Epic Trust Investment Advisors first reported a position in Eagle Materials in Q4 2021 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Eagle Materials position peaked at $210K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.