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Journey Strategic Wealth’s United States Lime & Minerals USLM Stock Holding History

Journey Strategic Wealth’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,005
Closed -$277K – 328
2023
Q4 		$277K Buy
+6,005
New +$254K 0.01% 146

Other funds holding USLM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Journey Strategic Wealth's USLM Position: Q1 2024 in Review

Journey Strategic Wealth sold out of United States Lime & Minerals (USLM) in Q1 2024, closing a stake of 6,005 shares — an estimated $277K sold.

Journey Strategic Wealth first reported a position in USLM in Q4 2023 and held it in 1 quarter. The position peaked at $277K in Q4 2023. 113 funds tracked by Wall St. Rank hold USLM as of Q1 2024.

  • Journey Strategic Wealth reported no remaining United States Lime & Minerals position as of Q1 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 6,005 United States Lime & Minerals shares in Q1 2024, an estimated $277K.
  • Journey Strategic Wealth first reported a position in United States Lime & Minerals in Q4 2023 and held it in 1 quarter.
  • Journey Strategic Wealth's United States Lime & Minerals position peaked at $277K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2024.

Based on Journey Strategic Wealth's 13F filing for Q1 2024, filed 13 May 2024.