FourThought Financial Partners’s Eagle Materials EXP Stock Holding History

FourThought Financial Partners’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,222	Closed	-$266K	–	177
2024 Q2	$266K	Buy	1,222 +16	+1%	+$3.92K	0.03%	164
2024 Q1	$328K	Sell	1,206 -1,070	-47%	-$253K	0.04%	243
2023 Q4	$462K	Sell	2,276 -32	-1%	-$5.63K	0.06%	203
2023 Q3	$384K	Sell	2,308 -333	-13%	-$60.5K	0.05%	208
2023 Q2	$492K	Buy	2,641 +372	+16%	+$59.3K	0.06%	191
2023 Q1	$333K	Sell	2,269 -110	-5%	-$15.6K	0.05%	231
2022 Q4	$316K	Buy	+2,379	New	+$301K	0.05%	241

Other funds holding EXP

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FourThought Financial Partners's EXP Position: Q3 2024 in Review

FourThought Financial Partners sold out of Eagle Materials (EXP) in Q3 2024, closing a stake of 1,222 shares — an estimated $266K sold.

FourThought Financial Partners first reported a position in EXP in Q4 2022 and held it in 7 quarters. The position peaked at $492K in Q2 2023. 492 funds tracked by Wall St. Rank hold EXP as of Q3 2024.

FourThought Financial Partners reported no remaining Eagle Materials position as of Q3 2024 after selling out during the quarter.
FourThought Financial Partners sold 1,222 Eagle Materials shares in Q3 2024, an estimated $266K.
FourThought Financial Partners first reported a position in Eagle Materials in Q4 2022 and held it in 7 quarters.
FourThought Financial Partners's Eagle Materials position peaked at $492K in Q2 2023.
492 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2024.

Based on FourThought Financial Partners's 13F filing for Q3 2024, filed 13 Nov 2024.