First Personal Financial Services’s Vulcan Materials VMC Stock Holding History

First Personal Financial Services’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
2024 Q3	$251	Buy	+1	New	+$248	﹤0.01%	441
2020 Q1	–	Sell	-7	Closed	-$1K	–	522
2019 Q4	$1K	Sell	7 -342	-98%	-$49K	﹤0.01%	501
2019 Q3	$53K	Hold	349	–	–	0.02%	238
2019 Q2	$48K	Buy	349 +7	+2%	+$893	0.01%	287
2019 Q1	$40K	Hold	342	–	–	0.01%	307
2018 Q4	$34K	Buy	342 +146	+74%	+$14.8K	0.01%	315
2018 Q3	$22K	Buy	196 +95	+94%	+$11K	0.01%	399
2018 Q2	$13K	Sell	101 -106	-51%	-$13.1K	﹤0.01%	457
2018 Q1	$23K	Sell	207 -146	-41%	-$18.4K	0.01%	606
2017 Q4	$45K	Sell	353 -164	-32%	-$20K	0.01%	500
2017 Q3	$62K	Hold	517	–	–	0.01%	385
2017 Q2	$65K	Sell	517 -97	-16%	-$12.2K	0.01%	370
2017 Q1	$74K	Buy	614 +30	+5%	+$3.67K	0.02%	329
2016 Q4	$73K	Buy	+584	New	+$70.7K	0.02%	323

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

First Personal Financial Services's VMC Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Vulcan Materials (VMC) in Q3 2024: 1 share worth $251. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in VMC as recently as Q4 2019.

First Personal Financial Services first reported a position in VMC in Q4 2016 and has held it in 14 quarters since. The position peaked at $74K in Q1 2017. 882 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

First Personal Financial Services held 1 share of Vulcan Materials worth $251 as of Q3 2024.
Vulcan Materials was a new First Personal Financial Services position in Q3 2024.
Vulcan Materials made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #441 holding.
First Personal Financial Services first reported a position in Vulcan Materials in Q4 2016 and has held it in 14 quarters since.
First Personal Financial Services's Vulcan Materials position peaked at $74K in Q1 2017.
882 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.