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Koss-Olinger Consulting’s United States Lime & Minerals USLM Stock Holding History

Koss-Olinger Consulting’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
2024
Q4 		– Sell
-9,917
Closed -$968K – 284
2024
Q3 		$968K Sell
9,917
-488
-5% -$39.2K 0.08% 108
2024
Q2 		$758K Buy
+10,405
New +$693K 0.07% 114
2024
Q1 		– Sell
-8,780
Closed -$404K – 299
2023
Q4 		$404K Buy
+8,780
New +$372K 0.04% 183

Other funds holding USLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koss-Olinger Consulting's USLM Position: Q4 2024 in Review

Koss-Olinger Consulting sold out of United States Lime & Minerals (USLM) in Q4 2024, closing a stake of 9,917 shares — an estimated $968K sold.

Koss-Olinger Consulting first reported a position in USLM in Q4 2023 and held it in 3 quarters. The position peaked at $968K in Q3 2024. 206 funds tracked by Wall St. Rank hold USLM as of Q4 2024.

  • Koss-Olinger Consulting reported no remaining United States Lime & Minerals position as of Q4 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 9,917 United States Lime & Minerals shares in Q4 2024, an estimated $968K.
  • Koss-Olinger Consulting first reported a position in United States Lime & Minerals in Q4 2023 and held it in 3 quarters.
  • Koss-Olinger Consulting's United States Lime & Minerals position peaked at $968K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q4 2024.

Based on Koss-Olinger Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.