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Gitterman Wealth Management’s Eagle Materials EXP Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		– Sell
-672
Closed -$136K – 193
2025
Q2 		$136K Buy
+672
New +$145K 0.03% 209
2024
Q4 		– Sell
-730
Closed -$210K – 139
2024
Q3 		$210K Buy
+730
New +$183K 0.09% 117

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Gitterman Wealth Management's EXP Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Eagle Materials (EXP) in Q3 2025, closing a stake of 672 shares — an estimated $136K sold.

Gitterman Wealth Management first reported a position in EXP in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q3 2024. 485 funds tracked by Wall St. Rank hold EXP as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Eagle Materials position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 672 Eagle Materials shares in Q3 2025, an estimated $136K.
  • Gitterman Wealth Management first reported a position in Eagle Materials in Q3 2024 and held it in 2 quarters.
  • Gitterman Wealth Management's Eagle Materials position peaked at $210K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.