JF
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Joule Financial’s Commercial Metals CMC Stock Holding History

Joule Financial’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,627
Closed -$377K – 110
2023
Q3 		$377K Buy
7,627
+388
+5% +$21.1K 0.19% 69
2023
Q2 		$381K Buy
7,239
+452
+7% +$21.1K 0.2% 63
2023
Q1 		$332K Sell
6,787
-43
-0.6% -$2.23K 0.18% 67
2022
Q4 		$330K Sell
6,830
-250
-4% -$11.5K 0.22% 66
2022
Q3 		$251K Buy
7,080
+301
+4% +$11.6K 0.19% 73
2022
Q2 		$224K Buy
+6,779
New +$267K 0.18% 70

Other funds holding CMC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return