LF
VMC icon

Lee Financial’s Vulcan Materials VMC Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-41
Closed -$9.31K – 799
2023
Q4 		$9.31K Hold
41
– – ﹤0.01% 445
2023
Q3 		$8.28K Buy
41
+33
+413% +$7.18K ﹤0.01% 438
2023
Q2 		$1.8K Hold
8
– – ﹤0.01% 678
2023
Q1 		$1.37K Hold
8
– – ﹤0.01% 720
2022
Q4 		$1.4K Hold
8
– – ﹤0.01% 751
2022
Q3 		$1K Hold
8
– – ﹤0.01% 796
2022
Q2 		$1K Sell
8
-6
-43% -$991 ﹤0.01% 824
2022
Q1 		$3K Sell
14
-37
-73% -$6.91K ﹤0.01% 597
2021
Q4 		$11K Buy
51
+37
+264% +$7.17K ﹤0.01% 491
2021
Q3 		$2K Buy
+14
New +$2.51K ﹤0.01% 653
2018
Q3 		– Sell
-65
Closed -$8K – 724
2018
Q2 		$8K Hold
65
– – ﹤0.01% 541
2018
Q1 		$7K Buy
+65
New +$8.19K ﹤0.01% 579

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lee Financial's VMC Position: Q1 2024 in Review

Lee Financial sold out of Vulcan Materials (VMC) in Q1 2024, closing a stake of 41 shares — an estimated $9.31K sold.

Lee Financial first reported a position in VMC in Q1 2018 and held it in 12 quarters. The position peaked at $11K in Q4 2021. 868 funds tracked by Wall St. Rank hold VMC as of Q1 2024.

  • Lee Financial reported no remaining Vulcan Materials position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 41 Vulcan Materials shares in Q1 2024, an estimated $9.31K.
  • Lee Financial first reported a position in Vulcan Materials in Q1 2018 and held it in 12 quarters.
  • Lee Financial's Vulcan Materials position peaked at $11K in Q4 2021.
  • 868 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.