JP Morgan Private Wealth Advisors’s Vulcan Materials VMC Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$1.98M	Sell	9,779 -282	-3%	-$61.3K	0.01%	740
2023 Q2	$2.27M	Sell	10,061 -489	-5%	-$93.7K	0.01%	523
2023 Q1	$1.81M	Sell	10,550 -220	-2%	-$39.1K	﹤0.01%	919
2022 Q4	$1.89M	Sell	10,770 -151	-1%	-$25.8K	﹤0.01%	875
2022 Q3	$1.72M	Sell	10,921 -239	-2%	-$38.8K	﹤0.01%	898
2022 Q2	$1.59M	Buy	11,160 +1,878	+20%	+$310K	﹤0.01%	921
2022 Q1	$1.71M	Buy	9,282 +686	+8%	+$128K	﹤0.01%	968
2021 Q4	$1.78M	Buy	8,596 +976	+13%	+$189K	﹤0.01%	960
2021 Q3	$1.29M	Buy	7,620 +843	+12%	+$151K	﹤0.01%	1096
2021 Q2	$1.18M	Buy	6,777 +2,714	+67%	+$485K	﹤0.01%	1112
2021 Q1	$686K	Buy	4,063 +1,429	+54%	+$232K	﹤0.01%	1206
2020 Q4	$391K	Sell	2,634 -382	-13%	-$54.5K	﹤0.01%	1388
2020 Q3	$409K	Buy	3,016 +808	+37%	+$102K	﹤0.01%	1237
2020 Q2	$256K	Sell	2,208 -756	-26%	-$82.8K	﹤0.01%	1372
2020 Q1	$320K	Sell	2,964 -910	-23%	-$116K	﹤0.01%	1107
2019 Q4	$558K	Sell	3,874 -1,400	-27%	-$200K	﹤0.01%	1013
2019 Q3	$798K	Buy	5,274 +1,703	+48%	+$240K	﹤0.01%	838
2019 Q2	$490K	Sell	3,571 -415	-10%	-$53K	﹤0.01%	998
2019 Q1	$472K	Sell	3,986 -186	-4%	-$20.1K	﹤0.01%	1060
2018 Q4	$412K	Sell	4,172 -468	-10%	-$47.5K	﹤0.01%	1040
2018 Q3	$516K	Buy	4,640 +2	+0%	+$232	﹤0.01%	1062
2018 Q2	$599K	Sell	4,638 -644	-12%	-$79.4K	﹤0.01%	950
2018 Q1	$604K	Buy	5,282 +1,131	+27%	+$142K	﹤0.01%	805
2017 Q4	$533K	Sell	4,151 -2,352	-36%	-$287K	﹤0.01%	847
2017 Q3	$778K	Sell	6,503 -1,723	-21%	-$207K	0.01%	699
2017 Q2	$1.04M	Buy	8,226 +844	+11%	+$106K	0.01%	607
2017 Q1	$890K	Sell	7,382 -3,265	-31%	-$399K	0.01%	667
2016 Q4	$1.33M	Buy	10,647 +7,740	+266%	+$936K	0.01%	522
2016 Q3	$331K	Sell	2,907 -160	-5%	-$18.9K	﹤0.01%	949
2016 Q2	$369K	Sell	3,067 -853	-22%	-$96.6K	﹤0.01%	891
2016 Q1	$414K	Buy	+3,920	New	+$372K	﹤0.01%	809

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VMC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vulcan Materials (VMC) stake by 2.8% in Q3 2023, selling an estimated $61.3K and leaving 9,779 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #740.

JP Morgan Private Wealth Advisors first reported a position in VMC in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.27M in Q2 2023. 764 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

JP Morgan Private Wealth Advisors held 9,779 shares of Vulcan Materials worth $1.98M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 282 Vulcan Materials shares in Q3 2023, an estimated $61.3K.
Vulcan Materials made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #740 holding.
JP Morgan Private Wealth Advisors first reported a position in Vulcan Materials in Q1 2016 and has held it in 31 quarters since.
JP Morgan Private Wealth Advisors's Vulcan Materials position peaked at $2.27M in Q2 2023.
764 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.