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Laurel Wealth Advisors (California)’s Vulcan Materials VMC Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$295K Sell
1,684
-114
-6% -$19.5K 0.03% 515
2022
Q3 		$283K Buy
1,798
+30
+2% +$4.87K 0.03% 499
2022
Q2 		$252K Buy
+1,768
New +$292K 0.03% 554

Other funds holding VMC

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VMC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Vulcan Materials (VMC) stake by 6.3% in Q4 2022, selling an estimated $19.5K and leaving 1,684 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #515.

Laurel Wealth Advisors (California) first reported a position in VMC in Q2 2022 and has held it in 3 quarters since. 718 funds tracked by Wall St. Rank hold VMC as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,684 shares of Vulcan Materials worth $295K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 114 Vulcan Materials shares in Q4 2022, an estimated $19.5K.
  • Vulcan Materials made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #515 holding.
  • Laurel Wealth Advisors (California) first reported a position in Vulcan Materials in Q2 2022 and has held it in 3 quarters since.
  • 718 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.