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Independent Financial Group’s Eagle Materials EXP Stock Holding History

Independent Financial Group’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,028
Closed -$224K – 1149
2024
Q2 		$224K Buy
+1,028
New +$252K 0.01% 970

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Independent Financial Group's EXP Position: Q3 2024 in Review

Independent Financial Group sold out of Eagle Materials (EXP) in Q3 2024, closing a stake of 1,028 shares — an estimated $224K sold.

Independent Financial Group first reported a position in EXP in Q2 2024 and held it in 1 quarter. The position peaked at $224K in Q2 2024. 492 funds tracked by Wall St. Rank hold EXP as of Q3 2024.

  • Independent Financial Group reported no remaining Eagle Materials position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 1,028 Eagle Materials shares in Q3 2024, an estimated $224K.
  • Independent Financial Group first reported a position in Eagle Materials in Q2 2024 and held it in 1 quarter.
  • Independent Financial Group's Eagle Materials position peaked at $224K in Q2 2024.
  • 492 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.