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Lake Point Wealth Management’s United States Lime & Minerals USLM Stock Holding History

Lake Point Wealth 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
2022
Q2 		$2K Hold
75
– – ﹤0.01% 345
2022
Q1 		$2K Hold
75
– – ﹤0.01% 355
2021
Q4 		$2K Hold
75
– – ﹤0.01% 356
2021
Q3 		$2K Hold
75
– – ﹤0.01% 338
2021
Q2 		$2K Buy
+75
New +$2.11K ﹤0.01% 351

Other funds holding USLM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Lake Point Wealth Management's USLM Position: Q2 2022 in Review

Lake Point Wealth Management held its United States Lime & Minerals (USLM) position steady in Q2 2022 at 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Lake Point Wealth Management first reported a position in USLM in Q2 2021 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold USLM as of Q2 2022.

  • Lake Point Wealth Management held 75 shares of United States Lime & Minerals worth $2K as of Q2 2022.
  • Lake Point Wealth Management left its United States Lime & Minerals share count unchanged in Q2 2022.
  • United States Lime & Minerals made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #345 holding.
  • Lake Point Wealth Management first reported a position in United States Lime & Minerals in Q2 2021 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.