Householder Group Estate & Retirement Specialist’s Vulcan Materials VMC Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$25K	Sell	101 -34	-25%	-$9.14K	0.02%	267
2024 Q3	$33K	Hold	135	–	–	0.01%	571
2024 Q2	$33K	Hold	135	–	–	0.01%	562
2024 Q1	$36.9K	Hold	135	–	–	0.01%	539
2023 Q4	$30K	Hold	135	–	–	0.01%	560
2023 Q3	$27.3K	Buy	+135	New	+$29.4K	0.01%	570
2023 Q1	$23K	Buy	+135	New	+$24K	0.01%	615
2022 Q4	–	Sell	-113	Closed	-$17K	–	1123
2022 Q3	$17K	Buy	+113	New	+$18.4K	0.01%	622

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Householder Group Estate & Retirement Specialist's VMC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vulcan Materials (VMC) stake by 25% in Q4 2024, selling an estimated $9.14K and leaving 101 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #267.

Householder Group Estate & Retirement Specialist first reported a position in VMC in Q3 2022 and has held it in 8 quarters since. The position peaked at $36.9K in Q1 2024. 928 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 101 shares of Vulcan Materials worth $25K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 34 Vulcan Materials shares in Q4 2024, an estimated $9.14K.
Vulcan Materials made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #267 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vulcan Materials in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Vulcan Materials position peaked at $36.9K in Q1 2024.
928 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.