Kaizen Advisory’s Vulcan Materials VMC Stock Holding History

Kaizen Advisory’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
2018 Q4	$36K	Buy	360 +55	+18%	+$5.58K	0.03%	388
2018 Q3	$34K	Hold	305	–	–	0.02%	425
2018 Q2	$39K	Buy	305 +181	+146%	+$22.3K	0.02%	393
2018 Q1	$14K	Hold	124	–	–	0.01%	413
2017 Q4	$16K	Buy	+124	New	+$15.2K	0.01%	367

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Kaizen Advisory's VMC Position: Q4 2018 in Review

Kaizen Advisory increased its Vulcan Materials (VMC) stake by 18% in Q4 2018, buying an estimated $5.58K and bringing the position to 360 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #388.

Kaizen Advisory first reported a position in VMC in Q4 2017 and has held it in 5 quarters since. The position peaked at $39K in Q2 2018. 548 funds tracked by Wall St. Rank hold VMC as of Q4 2018.

Kaizen Advisory held 360 shares of Vulcan Materials worth $36K as of Q4 2018.
Kaizen Advisory bought 55 Vulcan Materials shares in Q4 2018, an estimated $5.58K.
Vulcan Materials made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #388 holding.
Kaizen Advisory first reported a position in Vulcan Materials in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Vulcan Materials position peaked at $39K in Q2 2018.
548 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.