KIM
USLM icon

Kestra Investment Management’s United States Lime & Minerals USLM Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-12
Closed -$1.13K – 969
2025
Q2 		$1.13K Buy
12
+6
+100% +$586 ﹤0.01% 924
2025
Q1 		$531 Buy
+6
New +$624 ﹤0.01% 876

Other funds holding USLM

BlackRock
BlackRock New York $5.72T 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Kestra Investment Management's USLM Position: Q3 2025 in Review

Kestra Investment Management sold out of United States Lime & Minerals (USLM) in Q3 2025, closing a stake of 12 shares — an estimated $1.13K sold.

Kestra Investment Management first reported a position in USLM in Q1 2025 and held it in 2 quarters. The position peaked at $1.13K in Q2 2025. 224 funds tracked by Wall St. Rank hold USLM as of Q3 2025.

  • Kestra Investment Management reported no remaining United States Lime & Minerals position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 12 United States Lime & Minerals shares in Q3 2025, an estimated $1.13K.
  • Kestra Investment Management first reported a position in United States Lime & Minerals in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's United States Lime & Minerals position peaked at $1.13K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.