Homestead Advisers’s Vulcan Materials VMC Stock Holding History

Homestead Advisers’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 Q2	–	Sell	-413	Closed	-$113K	–	133
2024 Q1	$113K	Hold	413	–	–	﹤0.01%	117
2023 Q4	$93.8K	Hold	413	–	–	﹤0.01%	120
2023 Q3	$83.4K	Hold	413	–	–	﹤0.01%	117
2023 Q2	$93.1K	Hold	413	–	–	﹤0.01%	114
2023 Q1	$70.9K	Buy	413 +53	+15%	+$9.41K	﹤0.01%	123
2022 Q4	$63K	Buy	360 +13	+4%	+$2.22K	﹤0.01%	120
2022 Q3	$55K	Buy	347 +148	+74%	+$24K	﹤0.01%	124
2022 Q2	$28K	Buy	199 +42	+27%	+$6.94K	﹤0.01%	131
2022 Q1	$29K	Buy	157 +23	+17%	+$4.29K	﹤0.01%	132
2021 Q4	$28K	Buy	134 +33	+33%	+$6.39K	﹤0.01%	133
2021 Q3	$17K	Buy	101 +39	+63%	+$6.98K	﹤0.01%	136
2021 Q2	$11K	Buy	+62	New	+$11.1K	﹤0.01%	137

Other funds holding VMC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

Massachusetts Financial Services

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

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

Geode Capital Management

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

ClearBridge Investments

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