Gradient Investments’s Vulcan Materials VMC Stock Holding History

Gradient Investments’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	-7	Closed	-$1.74K	–	1258
2024 Q2	$1.74K	Hold	7	–	–	﹤0.01%	1007
2024 Q1	$1.91K	Sell	7 -183	-96%	-$45.1K	﹤0.01%	838
2023 Q4	$43.1K	Hold	190	–	–	﹤0.01%	573
2023 Q3	$38.4K	Sell	190 -4	-2%	-$870	﹤0.01%	558
2023 Q2	$43.7K	Buy	194 +4	+2%	+$767	﹤0.01%	532
2023 Q1	$32.6K	Hold	190	–	–	﹤0.01%	576
2022 Q4	$33.3K	Hold	190	–	–	﹤0.01%	584
2022 Q3	$30K	Hold	190	–	–	﹤0.01%	586
2022 Q2	$27K	Hold	190	–	–	﹤0.01%	589
2022 Q1	$35K	Hold	190	–	–	﹤0.01%	539
2021 Q4	$39K	Hold	190	–	–	﹤0.01%	529
2021 Q3	$32K	Hold	190	–	–	﹤0.01%	557
2021 Q2	$33K	Hold	190	–	–	﹤0.01%	551
2021 Q1	$32K	Buy	+190	New	+$30.8K	﹤0.01%	547
2020 Q2	–	Sell	-6	Closed	-$1K	–	1207
2020 Q1	$1K	Sell	6 -3	-33%	-$383	﹤0.01%	1050
2019 Q4	$1K	Sell	9 -14	-61%	-$2K	﹤0.01%	1062
2019 Q3	$3K	Sell	23 -651	-97%	-$91.9K	﹤0.01%	896
2019 Q2	$93K	Buy	+674	New	+$86K	﹤0.01%	315
2019 Q1	–	Sell	-674	Closed	-$67K	–	1011
2018 Q4	$67K	Hold	674	–	–	﹤0.01%	313
2018 Q3	$75K	Hold	674	–	–	﹤0.01%	315
2018 Q2	$87K	Buy	+674	New	+$83.1K	﹤0.01%	276

Other funds holding VMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gradient Investments's VMC Position: Q3 2024 in Review

Gradient Investments sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 7 shares — an estimated $1.74K sold.

Gradient Investments first reported a position in VMC in Q2 2018 and held it in 21 quarters. The position peaked at $93K in Q2 2019. 883 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

Gradient Investments reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 7 Vulcan Materials shares in Q3 2024, an estimated $1.74K.
Gradient Investments first reported a position in Vulcan Materials in Q2 2018 and held it in 21 quarters.
Gradient Investments's Vulcan Materials position peaked at $93K in Q2 2019.
883 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.