LA
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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 – 326
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 – 386
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
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return