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Epoch Investment Partners’s United States Lime & Minerals USLM Stock Holding History

Epoch Investment Partners’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-417,175
Closed -$5.01M – 295
2016
Q1 		$5.01M Buy
417,175
+18,500
+5% +$200K 0.02% 195
2015
Q4 		$4.38M Buy
398,675
+15,000
+4% +$153K 0.02% 193
2015
Q3 		$3.5M Buy
383,675
+12,250
+3% +$131K 0.01% 202
2015
Q2 		$4.32M Buy
371,425
+25,750
+7% +$323K 0.02% 207
2015
Q1 		$4.46M Sell
345,675
-9,000
-3% -$124K 0.02% 204
2014
Q4 		$5.17M Buy
354,675
+4,000
+1% +$54.4K 0.02% 203
2014
Q3 		$4.08M Sell
350,675
-27,250
-7% -$327K 0.02% 219
2014
Q2 		$4.9M Sell
377,925
-35,750
-9% -$428K 0.02% 220
2014
Q1 		$4.66M Sell
413,675
-4,325
-1% -$48.9K 0.02% 223
2013
Q4 		$5.11M Buy
418,000
+15,000
+4% +$172K 0.02% 216
2013
Q3 		$4.72M Buy
+403,000
New +$4.7M 0.02% 221

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epoch Investment Partners's USLM Position: Q2 2016 in Review

Epoch Investment Partners sold out of United States Lime & Minerals (USLM) in Q2 2016, closing a stake of 417,175 shares — an estimated $5.01M sold.

Epoch Investment Partners first reported a position in USLM in Q3 2013 and held it in 11 quarters. The position peaked at $5.17M in Q4 2014. 63 funds tracked by Wall St. Rank hold USLM as of Q2 2016.

  • Epoch Investment Partners reported no remaining United States Lime & Minerals position as of Q2 2016 after selling out during the quarter.
  • Epoch Investment Partners sold 417,175 United States Lime & Minerals shares in Q2 2016, an estimated $5.01M.
  • Epoch Investment Partners first reported a position in United States Lime & Minerals in Q3 2013 and held it in 11 quarters.
  • Epoch Investment Partners's United States Lime & Minerals position peaked at $5.17M in Q4 2014.
  • 63 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2016.

Based on Epoch Investment Partners's 13F filing for Q2 2016, filed 12 Aug 2016.