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Leith Wheeler Investment Counsel’s Vulcan Materials VMC Stock Holding History

Leith Wheeler Investment Counsel’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
2020
Q4 		– Sell
-13,614
Closed -$1.84M – 49
2020
Q3 		$1.84M Buy
13,614
+120
+0.9% +$15.1K 0.39% 29
2020
Q2 		$1.56M Sell
13,494
-26,765
-66% -$2.93M 0.38% 28
2020
Q1 		$4.35M Buy
+40,259
New +$5.14M 1.32% 17

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 $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Leith Wheeler Investment Counsel's VMC Position: Q4 2020 in Review

Leith Wheeler Investment Counsel sold out of Vulcan Materials (VMC) in Q4 2020, closing a stake of 13,614 shares — an estimated $1.84M sold.

Leith Wheeler Investment Counsel first reported a position in VMC in Q1 2020 and held it in 3 quarters. The position peaked at $4.35M in Q1 2020. 659 funds tracked by Wall St. Rank hold VMC as of Q4 2020.

  • Leith Wheeler Investment Counsel reported no remaining Vulcan Materials position as of Q4 2020 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 13,614 Vulcan Materials shares in Q4 2020, an estimated $1.84M.
  • Leith Wheeler Investment Counsel first reported a position in Vulcan Materials in Q1 2020 and held it in 3 quarters.
  • Leith Wheeler Investment Counsel's Vulcan Materials position peaked at $4.35M in Q1 2020.
  • 659 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2020.

Based on Leith Wheeler Investment Counsel's 13F filing for Q4 2020, filed 25 Jan 2021.