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 $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Homestead Advisers's VMC Position: Q2 2024 in Review

Homestead Advisers sold out of Vulcan Materials (VMC) in Q2 2024, closing a stake of 413 shares — an estimated $113K sold.

Homestead Advisers first reported a position in VMC in Q2 2021 and held it in 12 quarters. The position peaked at $113K in Q1 2024. 849 funds tracked by Wall St. Rank hold VMC as of Q2 2024.

Homestead Advisers reported no remaining Vulcan Materials position as of Q2 2024 after selling out during the quarter.
Homestead Advisers sold 413 Vulcan Materials shares in Q2 2024, an estimated $113K.
Homestead Advisers first reported a position in Vulcan Materials in Q2 2021 and held it in 12 quarters.
Homestead Advisers's Vulcan Materials position peaked at $113K in Q1 2024.
849 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2024.

Based on Homestead Advisers's 13F filing for Q2 2024, filed 23 Jul 2024.