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Harvest Group Wealth Management’s Vulcan Materials VMC Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-2
Closed – – 691
2020
Q4 		$0 Hold
2
– – ﹤0.01% 858
2020
Q3 		$0 Hold
2
– – ﹤0.01% 835
2020
Q2 		$0 Hold
2
– – ﹤0.01% 857
2020
Q1 		$0 Sell
2
-31
-94% -$3.96K ﹤0.01% 1020
2019
Q4 		$4K Sell
33
-10
-23% -$1.43K ﹤0.01% 462
2019
Q3 		$7K Sell
43
-16
-27% -$2.26K 0.01% 328
2019
Q2 		$8K Hold
59
– – 0.01% 263
2019
Q1 		$7K Buy
+59
New +$6.37K 0.01% 328

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Vulcan Materials (VMC) in Q1 2021, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in VMC in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q2 2019. 694 funds tracked by Wall St. Rank hold VMC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Vulcan Materials position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2 Vulcan Materials shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Vulcan Materials in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Vulcan Materials position peaked at $8K in Q2 2019.
  • 694 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2021.

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