HeadInvest LLC’s Vulcan Materials VMC Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-20	Closed	-$4.02K	–	685
2023 Q3	$4.02K	Buy	+20	New	+$4.35K	﹤0.01%	634

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HeadInvest LLC's VMC Position: Q4 2023 in Review

HeadInvest LLC sold out of Vulcan Materials (VMC) in Q4 2023, closing a stake of 20 shares — an estimated $4.02K sold.

HeadInvest LLC first reported a position in VMC in Q3 2023 and held it in 1 quarter. The position peaked at $4.02K in Q3 2023. 819 funds tracked by Wall St. Rank hold VMC as of Q4 2023.

HeadInvest LLC reported no remaining Vulcan Materials position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 20 Vulcan Materials shares in Q4 2023, an estimated $4.02K.
HeadInvest LLC first reported a position in Vulcan Materials in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Vulcan Materials position peaked at $4.02K in Q3 2023.
819 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.