Kore Private Wealth’s Vulcan Materials VMC Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-22	Closed	-$2K	–	1051
2020 Q2	$2K	Sell	22 -66	-75%	-$7.23K	﹤0.01%	1055
2020 Q1	$10K	Buy	88 +74	+529%	+$9.45K	﹤0.01%	699
2019 Q4	$2K	Buy	+14	New	+$2K	﹤0.01%	947
2019 Q2	–	Sell	-28	Closed	-$3K	–	768
2019 Q1	$3K	Sell	28 -103	-79%	-$11.1K	﹤0.01%	834
2018 Q4	$13K	Buy	+131	New	+$13.3K	﹤0.01%	546

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Kore Private Wealth's VMC Position: Q3 2020 in Review

Kore Private Wealth sold out of Vulcan Materials (VMC) in Q3 2020, closing a stake of 22 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in VMC in Q4 2018 and held it in 5 quarters. The position peaked at $13K in Q4 2018. 618 funds tracked by Wall St. Rank hold VMC as of Q3 2020.

Kore Private Wealth reported no remaining Vulcan Materials position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 22 Vulcan Materials shares in Q3 2020, an estimated $2K.
Kore Private Wealth first reported a position in Vulcan Materials in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Vulcan Materials position peaked at $13K in Q4 2018.
618 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.