Kestra Private Wealth Services’s United States Lime & Minerals USLM Stock Holding History

Kestra Private Wealth Services’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 Q1	–	Sell	-4,381	Closed	-$582K	–	1574
2024 Q4	$582K	Sell	4,381 -28	-0.6%	-$3.55K	0.01%	862
2024 Q3	$431K	Sell	4,409 -381	-8%	-$30.6K	0.01%	936
2024 Q2	$349K	Sell	4,790 -1,390	-22%	-$92.6K	0.01%	984
2024 Q1	$368K	Sell	6,180 -1,090	-15%	-$56.2K	0.01%	930
2023 Q4	$335K	Sell	7,270 -515	-7%	-$21.8K	0.01%	899
2023 Q3	$313K	Buy	+7,785	New	+$324K	0.01%	856

Other funds holding USLM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Kestra Private Wealth Services's USLM Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of United States Lime & Minerals (USLM) in Q1 2025, closing a stake of 4,381 shares — an estimated $582K sold.

Kestra Private Wealth Services first reported a position in USLM in Q3 2023 and held it in 6 quarters. The position peaked at $582K in Q4 2024. 198 funds tracked by Wall St. Rank hold USLM as of Q1 2025.

Kestra Private Wealth Services reported no remaining United States Lime & Minerals position as of Q1 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 4,381 United States Lime & Minerals shares in Q1 2025, an estimated $582K.
Kestra Private Wealth Services first reported a position in United States Lime & Minerals in Q3 2023 and held it in 6 quarters.
Kestra Private Wealth Services's United States Lime & Minerals position peaked at $582K in Q4 2024.
198 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.