Glassman Wealth Services’s Eagle Materials EXP Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-8	Closed	-$1.62K	–	741
2023 Q4	$1.62K	Hold	8	–	–	﹤0.01%	1406
2023 Q3	$1.33K	Hold	8	–	–	﹤0.01%	1463
2023 Q2	$1.49K	Hold	8	–	–	﹤0.01%	1334
2023 Q1	$1.17K	Hold	8	–	–	﹤0.01%	1382
2022 Q4	$1.06K	Hold	8	–	–	﹤0.01%	1405
2022 Q3	$1K	Sell	8 -1	-11%	-$120	﹤0.01%	1391
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	1401
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	1387
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	1364
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	1332
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	1275
2021 Q1	$1K	Buy	9 +1	+13%	+$121	﹤0.01%	1239
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	1200
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	1143
2020 Q2	$1K	Buy	8 +2	+33%	+$126	﹤0.01%	1009
2020 Q1	$0	Hold	6	–	–	﹤0.01%	1250
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	906
2019 Q3	$1K	Buy	+6	New	+$515	﹤0.01%	825

Other funds holding EXP

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

FCM

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

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

Glassman Wealth Services's EXP Position: Q1 2024 in Review

Glassman Wealth Services sold out of Eagle Materials (EXP) in Q1 2024, closing a stake of 8 shares — an estimated $1.62K sold.

Glassman Wealth Services first reported a position in EXP in Q3 2019 and held it in 18 quarters. The position peaked at $1.62K in Q4 2023. 490 funds tracked by Wall St. Rank hold EXP as of Q1 2024.

Glassman Wealth Services reported no remaining Eagle Materials position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 8 Eagle Materials shares in Q1 2024, an estimated $1.62K.
Glassman Wealth Services first reported a position in Eagle Materials in Q3 2019 and held it in 18 quarters.
Glassman Wealth Services's Eagle Materials position peaked at $1.62K in Q4 2023.
490 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.