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Global Financial Private Client’s United States Lime & Minerals USLM Stock Holding History

Global Financial Private Client’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$265 – 1526
2025
Q1 		$265 Buy
3
+2
+200% +$208 ﹤0.01% 1467
2024
Q4 		$133 Buy
+1
New +$127 ﹤0.01% 1412

Other funds holding USLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Global Financial Private Client's USLM Position: Q2 2025 in Review

Global Financial Private Client sold out of United States Lime & Minerals (USLM) in Q2 2025, closing a stake of 3 shares — an estimated $265 sold.

Global Financial Private Client first reported a position in USLM in Q4 2024 and held it in 2 quarters. The position peaked at $265 in Q1 2025. 188 funds tracked by Wall St. Rank hold USLM as of Q2 2025.

  • Global Financial Private Client reported no remaining United States Lime & Minerals position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 United States Lime & Minerals shares in Q2 2025, an estimated $265.
  • Global Financial Private Client first reported a position in United States Lime & Minerals in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's United States Lime & Minerals position peaked at $265 in Q1 2025.
  • 188 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.