Financial Architects (New Jersey)’s Vulcan Materials VMC Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-100	Closed	-$12K	–	753
2020 Q2	$12K	Hold	100	–	–	﹤0.01%	625
2020 Q1	$11K	Hold	100	–	–	﹤0.01%	609
2019 Q4	$14K	Hold	100	–	–	﹤0.01%	626
2019 Q3	$15K	Hold	100	–	–	﹤0.01%	653
2019 Q2	$14K	Hold	100	–	–	﹤0.01%	811
2019 Q1	$12K	Buy	+100	New	+$10.8K	﹤0.01%	1050
2017 Q3	–	Sell	-175	Closed	-$22K	–	1612
2017 Q2	$22K	Sell	175 -493	-74%	-$61.9K	﹤0.01%	933
2017 Q1	$80K	Sell	668 -754	-53%	-$92.2K	0.01%	530
2016 Q4	$178K	Sell	1,422 -365	-20%	-$44.2K	0.04%	275
2016 Q3	$203K	Buy	1,787 +774	+76%	+$91.2K	0.05%	258
2016 Q2	$122K	Buy	1,013 +939	+1,269%	+$106K	0.03%	327
2016 Q1	$8K	Buy	+74	New	+$7.01K	﹤0.01%	808

Other funds holding VMC

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Financial Architects (New Jersey)'s VMC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Vulcan Materials (VMC) in Q3 2020, closing a stake of 100 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in VMC in Q1 2016 and held it in 12 quarters. The position peaked at $203K in Q3 2016. 618 funds tracked by Wall St. Rank hold VMC as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Vulcan Materials position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 100 Vulcan Materials shares in Q3 2020, an estimated $12K.
Financial Architects (New Jersey) first reported a position in Vulcan Materials in Q1 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s Vulcan Materials position peaked at $203K in Q3 2016.
618 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.