Financial Architects (New Jersey)’s Eagle Materials EXP Stock Holding History

Financial Architects (New Jersey)’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
2020 Q1	–	Sell	-1,805	Closed	-$164K	–	867
2019 Q4	$164K	Sell	1,805 -120	-6%	-$11K	0.04%	264
2019 Q3	$173K	Buy	1,925 +1,160	+152%	+$99.5K	0.04%	249
2019 Q2	$71K	Buy	+765	New	+$67.5K	0.01%	436
2018 Q1	–	Sell	-42	Closed	-$5K	–	1441
2017 Q4	$5K	Hold	42	–	–	﹤0.01%	1282
2017 Q3	$4K	Hold	42	–	–	﹤0.01%	1304
2017 Q2	$4K	Buy	42 +2	+5%	+$192	﹤0.01%	1327
2017 Q1	$4K	Sell	40 -337	-89%	-$34.4K	﹤0.01%	1323
2016 Q4	$37K	Buy	+377	New	+$33.8K	0.01%	661

Other funds holding EXP

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Architects (New Jersey)'s EXP Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Eagle Materials (EXP) in Q1 2020, closing a stake of 1,805 shares — an estimated $164K sold.

Financial Architects (New Jersey) first reported a position in EXP in Q4 2016 and held it in 8 quarters. The position peaked at $173K in Q3 2019. 278 funds tracked by Wall St. Rank hold EXP as of Q1 2020.

Financial Architects (New Jersey) reported no remaining Eagle Materials position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,805 Eagle Materials shares in Q1 2020, an estimated $164K.
Financial Architects (New Jersey) first reported a position in Eagle Materials in Q4 2016 and held it in 8 quarters.
Financial Architects (New Jersey)'s Eagle Materials position peaked at $173K in Q3 2019.
278 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.