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Institutional & Family Asset Management’s Vulcan Materials VMC Stock Holding History

Institutional & Family Asset Management’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 		$44.5K Buy
179
+18
+11% +$4.65K 0.01% 252
2024
Q1 		$43.9K Sell
161
-10
-6% -$2.46K 0.01% 246
2023
Q4 		$38.8K Buy
171
+5
+3% +$1.06K 0.01% 254
2023
Q3 		$33.5K Hold
166
– – 0.01% 253
2023
Q2 		$37.4K Buy
166
+3
+2% +$575 0.01% 250
2023
Q1 		$28K Buy
163
+18
+12% +$3.2K ﹤0.01% 272
2022
Q4 		$25.4K Buy
145
+16
+12% +$2.74K ﹤0.01% 282
2022
Q3 		$20K Hold
129
– – ﹤0.01% 315
2022
Q2 		$18K Buy
129
+26
+25% +$4.29K ﹤0.01% 324
2022
Q1 		$19K Buy
103
+7
+7% +$1.31K ﹤0.01% 363
2021
Q4 		$20K Sell
96
-3
-3% -$581 ﹤0.01% 372
2021
Q3 		$17K Buy
99
+4
+4% +$716 ﹤0.01% 476
2021
Q2 		$17K Hold
95
– – ﹤0.01% 504
2021
Q1 		$16K Hold
95
– – ﹤0.01% 510
2020
Q4 		$14K Sell
95
-4
-4% -$570 ﹤0.01% 488
2020
Q3 		$13K Buy
99
+47
+90% +$5.91K ﹤0.01% 460
2020
Q2 		$6K Hold
52
– – ﹤0.01% 568
2020
Q1 		$6K Sell
52
-14
-21% -$1.79K ﹤0.01% 526
2019
Q4 		$10K Buy
66
+18
+38% +$2.58K ﹤0.01% 509
2019
Q3 		$7K Hold
48
– – ﹤0.01% 524
2019
Q2 		$7K Hold
48
– – ﹤0.01% 551
2019
Q1 		$6K Sell
48
-7
-13% -$756 ﹤0.01% 586
2018
Q4 		$5K Buy
+55
New +$5.58K ﹤0.01% 593

Other funds holding VMC

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
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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
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

Institutional & Family Asset Management's VMC Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Vulcan Materials (VMC) stake by 11% in Q2 2024, buying an estimated $4.65K and bringing the position to 179 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #252.

Institutional & Family Asset Management first reported a position in VMC in Q4 2018 and has held it in 23 quarters since. 848 funds tracked by Wall St. Rank hold VMC as of Q2 2024.

  • Institutional & Family Asset Management held 179 shares of Vulcan Materials worth $44.5K as of Q2 2024.
  • Institutional & Family Asset Management bought 18 Vulcan Materials shares in Q2 2024, an estimated $4.65K.
  • Vulcan Materials made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #252 holding.
  • Institutional & Family Asset Management first reported a position in Vulcan Materials in Q4 2018 and has held it in 23 quarters since.
  • 848 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.