IAM Advisory’s Vulcan Materials VMC Stock Holding History

IAM Advisory’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 Q2	–	Sell	-6,362	Closed	-$1.09M	–	101
2023 Q1	$1.09M	Sell	6,362 -204	-3%	-$36.2K	0.38%	42
2022 Q4	$1.15M	Sell	6,566 -151	-2%	-$25.8K	0.42%	35
2022 Q3	$1.06M	Buy	6,717 +13	+0.2%	+$2.11K	0.45%	37
2022 Q2	$953K	Sell	6,704 -19	-0.3%	-$3.14K	0.39%	42
2022 Q1	$1.24M	Sell	6,723 -5	-0.1%	-$933	0.5%	32
2021 Q4	$1.35M	Sell	6,728 -27	-0.4%	-$5.23K	0.53%	27
2021 Q3	$1.16M	Buy	+6,755	New	+$1.21M	0.49%	30
2021 Q2	–	Sell	-6,599	Closed	-$1.19M	–	102
2021 Q1	$1.19M	Buy	6,599 +139	+2%	+$22.5K	0.52%	29
2020 Q4	$984K	Buy	+6,460	New	+$921K	0.49%	31

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

IAM Advisory's VMC Position: Q2 2023 in Review

IAM Advisory sold out of Vulcan Materials (VMC) in Q2 2023, closing a stake of 6,362 shares — an estimated $1.09M sold.

IAM Advisory first reported a position in VMC in Q4 2020 and held it in 9 quarters. The position peaked at $1.35M in Q4 2021. 754 funds tracked by Wall St. Rank hold VMC as of Q2 2023.

IAM Advisory reported no remaining Vulcan Materials position as of Q2 2023 after selling out during the quarter.
IAM Advisory sold 6,362 Vulcan Materials shares in Q2 2023, an estimated $1.09M.
IAM Advisory first reported a position in Vulcan Materials in Q4 2020 and held it in 9 quarters.
IAM Advisory's Vulcan Materials position peaked at $1.35M in Q4 2021.
754 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2023.

Based on IAM Advisory's 13F filing for Q2 2023, filed 13 Jul 2023.