First Foundation Advisors’s Vulcan Materials VMC Stock Holding History

First Foundation 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
2022 Q3	–	Sell	-2,304	Closed	-$327K	–	423
2022 Q2	$327K	Sell	2,304 -1,332	-37%	-$220K	0.01%	293
2022 Q1	$668K	Sell	3,636 -1,258	-26%	-$235K	0.02%	229
2021 Q4	$1.02M	Buy	4,894 +26	+0.5%	+$5.04K	0.03%	199
2021 Q3	$823K	Sell	4,868 -263	-5%	-$47.1K	0.03%	215
2021 Q2	$893K	Sell	5,131 -1,411	-22%	-$252K	0.03%	213
2021 Q1	$1.1M	Sell	6,542 -804	-11%	-$130K	0.05%	191
2020 Q4	$1.09M	Sell	7,346 -3,063	-29%	-$437K	0.05%	180
2020 Q3	$1.41M	Sell	10,409 -155	-1%	-$19.5K	0.07%	149
2020 Q2	$1.22M	Sell	10,564 -1,441	-12%	-$158K	0.06%	157
2020 Q1	$1.3M	Sell	12,005 -31	-0.3%	-$3.96K	0.08%	143
2019 Q4	$1.73M	Hold	12,036	–	–	0.09%	135
2019 Q3	$1.82M	Sell	12,036 -100	-0.8%	-$14.1K	0.1%	125
2019 Q2	$1.67M	Sell	12,136 -1,643	-12%	-$210K	0.09%	135
2019 Q1	$1.63M	Sell	13,779 -2,268	-14%	-$245K	0.1%	132
2018 Q4	$1.58M	Buy	16,047 +4,282	+36%	+$434K	0.1%	129
2018 Q3	$1.31M	Buy	11,765 +4,103	+54%	+$476K	0.07%	147
2018 Q2	$989K	Buy	+7,662	New	+$945K	0.06%	162
2016 Q4	–	Sell	-5,300	Closed	-$603K	–	320
2016 Q3	$603K	Buy	+5,300	New	+$625K	0.04%	177

Other funds holding VMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Foundation Advisors's VMC Position: Q3 2022 in Review

First Foundation Advisors sold out of Vulcan Materials (VMC) in Q3 2022, closing a stake of 2,304 shares — an estimated $327K sold.

First Foundation Advisors first reported a position in VMC in Q3 2016 and held it in 18 quarters. The position peaked at $1.82M in Q3 2019. 678 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

First Foundation Advisors reported no remaining Vulcan Materials position as of Q3 2022 after selling out during the quarter.
First Foundation Advisors sold 2,304 Vulcan Materials shares in Q3 2022, an estimated $327K.
First Foundation Advisors first reported a position in Vulcan Materials in Q3 2016 and held it in 18 quarters.
First Foundation Advisors's Vulcan Materials position peaked at $1.82M in Q3 2019.
678 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.