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Fortis Advisors’s Vulcan Materials VMC Stock Holding History

Fortis 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
2020
Q2 		– Sell
-85
Closed -$9K – 323
2020
Q1 		$9K Hold
85
– – 0.01% 269
2019
Q4 		$12K Hold
85
– – 0.01% 263
2019
Q3 		$13K Buy
+85
New +$12K 0.01% 262

Other funds holding VMC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortis Advisors's VMC Position: Q2 2020 in Review

Fortis Advisors sold out of Vulcan Materials (VMC) in Q2 2020, closing a stake of 85 shares — an estimated $9K sold.

Fortis Advisors first reported a position in VMC in Q3 2019 and held it in 3 quarters. The position peaked at $13K in Q3 2019. 626 funds tracked by Wall St. Rank hold VMC as of Q2 2020.

  • Fortis Advisors reported no remaining Vulcan Materials position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 85 Vulcan Materials shares in Q2 2020, an estimated $9K.
  • Fortis Advisors first reported a position in Vulcan Materials in Q3 2019 and held it in 3 quarters.
  • Fortis Advisors's Vulcan Materials position peaked at $13K in Q3 2019.
  • 626 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.