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Harvest Group Wealth Management’s Eagle Materials EXP Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-5
Closed -$1K – 247
2020
Q4 		$1K Hold
5
– – ﹤0.01% 462
2020
Q3 		$0 Hold
5
– – ﹤0.01% 651
2020
Q2 		$0 Hold
5
– – ﹤0.01% 586
2020
Q1 		$0 Buy
+5
New +$399 ﹤0.01% 642

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's EXP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Eagle Materials (EXP) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in EXP in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 360 funds tracked by Wall St. Rank hold EXP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Eagle Materials position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 Eagle Materials shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Eagle Materials in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Eagle Materials position peaked at $1K in Q4 2020.
  • 360 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.