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First Trust Direct Indexing’s Vulcan Materials VMC Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-5,110
Closed -$1.28M – 896
2024
Q3 		$1.28M Buy
5,110
+114
+2% +$28.3K 0.07% 289
2024
Q2 		$1.24M Buy
4,996
+799
+19% +$206K 0.08% 265
2024
Q1 		$1.15M Buy
4,197
+649
+18% +$160K 0.09% 268
2023
Q4 		$806K Buy
3,548
+881
+33% +$187K 0.07% 318
2023
Q3 		$539K Buy
2,667
+103
+4% +$22.4K 0.06% 374
2023
Q2 		$578K Buy
2,564
+101
+4% +$19.4K 0.06% 363
2023
Q1 		$423K Buy
2,463
+133
+6% +$23.6K 0.05% 448
2022
Q4 		$408K Buy
2,330
+48
+2% +$8.21K 0.05% 430
2022
Q3 		$360K Buy
2,282
+86
+4% +$14K 0.05% 422
2022
Q2 		$312K Sell
2,196
-67
-3% -$11.1K 0.04% 460
2022
Q1 		$416K Buy
2,263
+66
+3% +$12.3K 0.05% 412
2021
Q4 		$456K Buy
2,197
+884
+67% +$171K 0.06% 375
2021
Q3 		$222K Sell
1,313
-71
-5% -$12.7K 0.03% 562
2021
Q2 		$241K Buy
+1,384
New +$247K 0.04% 519
2021
Q1 		– Sell
-687
Closed -$102K – 977
2020
Q4 		$102K Buy
+687
New +$98K 0.03% 492

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Direct Indexing's VMC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Vulcan Materials (VMC) in Q4 2024, closing a stake of 5,110 shares — an estimated $1.28M sold.

First Trust Direct Indexing first reported a position in VMC in Q4 2020 and held it in 15 quarters. The position peaked at $1.28M in Q3 2024. 927 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Vulcan Materials position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,110 Vulcan Materials shares in Q4 2024, an estimated $1.28M.
  • First Trust Direct Indexing first reported a position in Vulcan Materials in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Vulcan Materials position peaked at $1.28M in Q3 2024.
  • 927 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.