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Geller Advisors’s Vulcan Materials VMC Stock Holding History

Geller 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
2024
Q3 		– Sell
-964
Closed -$240K – 288
2024
Q2 		$240K Sell
964
-50
-5% -$12.9K 0.02% 235
2024
Q1 		$277K Buy
+1,014
New +$250K 0.02% 217

Other funds holding VMC

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geller Advisors's VMC Position: Q3 2024 in Review

Geller Advisors sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 964 shares — an estimated $240K sold.

Geller Advisors first reported a position in VMC in Q1 2024 and held it in 2 quarters. The position peaked at $277K in Q1 2024. 882 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

  • Geller Advisors reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
  • Geller Advisors sold 964 Vulcan Materials shares in Q3 2024, an estimated $240K.
  • Geller Advisors first reported a position in Vulcan Materials in Q1 2024 and held it in 2 quarters.
  • Geller Advisors's Vulcan Materials position peaked at $277K in Q1 2024.
  • 882 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.