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Legacy Advisors’s Vulcan Materials VMC Stock Holding History

Legacy Advisors’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
2019
Q3 		– Sell
-200
Closed -$27K – 320
2019
Q2 		$27K Hold
200
– – 0.02% 238
2019
Q1 		$24K Buy
+200
New +$21.6K 0.01% 265
2018
Q4 		– Sell
-428
Closed -$48K – 385
2018
Q3 		$48K Buy
428
+228
+114% +$26.4K 0.02% 231
2018
Q2 		$26K Hold
200
– – 0.02% 238
2018
Q1 		$23K Hold
200
– – 0.02% 207
2017
Q4 		$25K Hold
200
– – 0.02% 166
2017
Q3 		$23K Hold
200
– – 0.03% 154
2017
Q2 		$25K Hold
200
– – 0.03% 126
2017
Q1 		$24K Hold
200
– – 0.03% 124
2016
Q4 		$25K Buy
+200
New +$24.2K 0.03% 135

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's VMC Position: Q3 2019 in Review

Legacy Advisors sold out of Vulcan Materials (VMC) in Q3 2019, closing a stake of 200 shares — an estimated $27K sold.

Legacy Advisors first reported a position in VMC in Q4 2016 and held it in 10 quarters. The position peaked at $48K in Q3 2018. 647 funds tracked by Wall St. Rank hold VMC as of Q3 2019.

  • Legacy Advisors reported no remaining Vulcan Materials position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 200 Vulcan Materials shares in Q3 2019, an estimated $27K.
  • Legacy Advisors first reported a position in Vulcan Materials in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's Vulcan Materials position peaked at $48K in Q3 2018.
  • 647 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.