Girard Partners’s Vulcan Materials VMC Stock Holding History

Girard Partners’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
2022 Q1	–	Sell	-2,470	Closed	-$512K	–	261
2021 Q4	$512K	Hold	2,470	–	–	0.06%	163
2021 Q3	$417K	Buy	2,470 +30	+1%	+$5.37K	0.05%	171
2021 Q2	$424K	Hold	2,440	–	–	0.05%	174
2021 Q1	$411K	Hold	2,440	–	–	0.06%	168
2020 Q4	$361K	Hold	2,440	–	–	0.06%	172
2020 Q3	$330K	Hold	2,440	–	–	0.06%	172
2020 Q2	$282K	Hold	2,440	–	–	0.05%	185
2020 Q1	$263K	Sell	2,440 -210	-8%	-$26.8K	0.05%	185
2019 Q4	$381K	Hold	2,650	–	–	0.06%	170
2019 Q3	$400K	Hold	2,650	–	–	0.07%	157
2019 Q2	$363K	Sell	2,650 -200	-7%	-$25.5K	0.06%	175
2019 Q1	$337K	Hold	2,850	–	–	0.06%	181
2018 Q4	$281K	Hold	2,850	–	–	0.06%	189
2018 Q3	$316K	Hold	2,850	–	–	0.06%	193
2018 Q2	$368K	Hold	2,850	–	–	0.07%	197
2018 Q1	$325K	Buy	+2,850	New	+$359K	0.08%	184

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Massachusetts Financial Services

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

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

Geode Capital Management

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return