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Essex Investment Management’s Vulcan Materials VMC Stock Holding History

Essex Investment Management’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
2023
Q1 		– Sell
-7,381
Closed -$1.29M – 424
2022
Q4 		$1.29M Hold
7,381
– – 0.2% 158
2022
Q3 		$1.16M Sell
7,381
-732
-9% -$119K 0.19% 163
2022
Q2 		$1.15M Sell
8,113
-420
-5% -$69.4K 0.19% 167
2022
Q1 		$1.57M Sell
8,533
-8,958
-51% -$1.67M 0.2% 162
2021
Q4 		$3.63M Sell
17,491
-167
-0.9% -$32.3K 0.42% 68
2021
Q3 		$2.99M Sell
17,658
-61
-0.3% -$10.9K 0.37% 84
2021
Q2 		$3.08M Sell
17,719
-336
-2% -$60.1K 0.36% 92
2021
Q1 		$3.05M Buy
18,055
+3,470
+24% +$563K 0.37% 85
2020
Q4 		$2.16M Sell
14,585
-1,960
-12% -$280K 0.27% 121
2020
Q3 		$2.24M Buy
16,545
+4,149
+33% +$521K 0.32% 92
2020
Q2 		$1.44M Buy
+12,396
New +$1.36M 0.24% 138
2020
Q1 		– Sell
-6,383
Closed -$919K – 475
2019
Q4 		$919K Sell
6,383
-202
-3% -$28.9K 0.11% 242
2019
Q3 		$996K Hold
6,585
– – 0.14% 208
2019
Q2 		$904K Hold
6,585
– – 0.12% 234
2019
Q1 		$780K Sell
6,585
-13,457
-67% -$1.45M 0.12% 228
2018
Q4 		$1.98M Buy
20,042
+11,768
+142% +$1.19M 0.31% 96
2018
Q3 		$920K Buy
8,274
+1,965
+31% +$228K 0.11% 245
2018
Q2 		$814K Buy
+6,309
New +$778K 0.1% 243
2016
Q4 		– Sell
-24,733
Closed -$2.81M – 374
2016
Q3 		$2.81M Sell
24,733
-52
-0.2% -$6.13K 0.45% 50
2016
Q2 		$2.98M Buy
24,785
+1,763
+8% +$200K 0.5% 49
2016
Q1 		$2.43M Hold
23,022
– – 0.42% 58
2015
Q4 		$2.19M Buy
+23,022
New +$2.23M 0.34% 66

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essex Investment Management's VMC Position: Q1 2023 in Review

Essex Investment Management sold out of Vulcan Materials (VMC) in Q1 2023, closing a stake of 7,381 shares — an estimated $1.29M sold.

Essex Investment Management first reported a position in VMC in Q4 2015 and held it in 22 quarters. The position peaked at $3.63M in Q4 2021. 726 funds tracked by Wall St. Rank hold VMC as of Q1 2023.

  • Essex Investment Management reported no remaining Vulcan Materials position as of Q1 2023 after selling out during the quarter.
  • Essex Investment Management sold 7,381 Vulcan Materials shares in Q1 2023, an estimated $1.29M.
  • Essex Investment Management first reported a position in Vulcan Materials in Q4 2015 and held it in 22 quarters.
  • Essex Investment Management's Vulcan Materials position peaked at $3.63M in Q4 2021.
  • 726 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.