KWILP
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Kiwi Wealth Investments Limited Partnership’s Eagle Materials EXP Stock Holding History

Kiwi Wealth Investments Limited Partnership’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-15,844
Closed -$2.25M – 249
2021
Q2 		$2.25M Buy
+15,844
New +$2.28M 0.12% 163
2019
Q4 		– Sell
-12,209
Closed -$1.1M – 191
2019
Q3 		$1.1M Buy
+12,209
New +$1.05M 0.09% 168

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EXP Position: Q3 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Eagle Materials (EXP) in Q3 2021, closing a stake of 15,844 shares — an estimated $2.25M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EXP in Q3 2019 and held it in 2 quarters. The position peaked at $2.25M in Q2 2021. 361 funds tracked by Wall St. Rank hold EXP as of Q3 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Eagle Materials position as of Q3 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 15,844 Eagle Materials shares in Q3 2021, an estimated $2.25M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Eagle Materials in Q3 2019 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Eagle Materials position peaked at $2.25M in Q2 2021.
  • 361 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2021, filed 16 Nov 2021.