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Heritage Financial Services’s Vulcan Materials VMC Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-77
Closed -$10K – 468
2022
Q2 		$10K Buy
+77
New +$12.7K 0.01% 305

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Heritage Financial Services's VMC Position: Q3 2022 in Review

Heritage Financial Services sold out of Vulcan Materials (VMC) in Q3 2022, closing a stake of 77 shares — an estimated $10K sold.

Heritage Financial Services first reported a position in VMC in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 678 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

  • Heritage Financial Services reported no remaining Vulcan Materials position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 77 Vulcan Materials shares in Q3 2022, an estimated $10K.
  • Heritage Financial Services first reported a position in Vulcan Materials in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Vulcan Materials position peaked at $10K in Q2 2022.
  • 678 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.