Evolution Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-29	Closed	-$5K	–	614
2021 Q3	$5K	Hold	29	–	–	﹤0.01%	527
2021 Q2	$5K	Sell	29 -42	-59%	-$7.51K	﹤0.01%	529
2021 Q1	$12K	Buy	71 +42	+145%	+$6.81K	﹤0.01%	390
2020 Q4	$4K	Hold	29	–	–	﹤0.01%	493
2020 Q3	$4K	Hold	29	–	–	﹤0.01%	474
2020 Q2	$3K	Sell	29 -18	-38%	-$1.97K	﹤0.01%	454
2020 Q1	$5K	Sell	47 -293	-86%	-$37.4K	﹤0.01%	259
2019 Q4	$49K	Buy	340 +270	+386%	+$38.6K	0.01%	151
2019 Q3	$11K	Buy	70 +41	+141%	+$5.79K	0.01%	162
2019 Q2	$4K	Buy	+29	New	+$3.7K	﹤0.01%	314

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's VMC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Vulcan Materials (VMC) in Q4 2021, closing a stake of 29 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in VMC in Q2 2019 and held it in 10 quarters. The position peaked at $49K in Q4 2019. 759 funds tracked by Wall St. Rank hold VMC as of Q4 2021.

Evolution Wealth Advisors reported no remaining Vulcan Materials position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 29 Vulcan Materials shares in Q4 2021, an estimated $5K.
Evolution Wealth Advisors first reported a position in Vulcan Materials in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Vulcan Materials position peaked at $49K in Q4 2019.
759 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.