Lenox Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Lenox Wealth 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
2022 Q1	$1K	Sell	3 -65	-96%	-$12.1K	﹤0.01%	737
2021 Q4	$14K	Buy	68 +6	+10%	+$1.16K	﹤0.01%	464
2021 Q3	$10K	Buy	62 +3	+5%	+$537	﹤0.01%	475
2021 Q2	$10K	Hold	59	–	–	﹤0.01%	479
2021 Q1	$10K	Sell	59 -59	-50%	-$9.57K	﹤0.01%	426
2020 Q4	$18K	Buy	+118	New	+$16.8K	﹤0.01%	335
2020 Q3	–	Sell	-15	Closed	-$2K	–	650
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	536
2020 Q1	$2K	Buy	15 +12	+400%	+$1.53K	﹤0.01%	626
2019 Q4	$0	Buy	+3	New	+$429	﹤0.01%	821
2016 Q4	–	Sell	-58	Closed	-$7K	–	191
2016 Q3	$7K	Hold	58	–	–	﹤0.01%	177
2016 Q2	$7K	Hold	58	–	–	﹤0.01%	176
2016 Q1	$6K	Hold	58	–	–	﹤0.01%	185
2015 Q4	$6K	Buy	+58	New	+$5.62K	﹤0.01%	213
2014 Q1	–	Sell	-45	Closed	-$3K	–	336
2013 Q4	$3K	Buy	+45	New	+$2.48K	﹤0.01%	280

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Advisors's VMC Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Vulcan Materials (VMC) stake by 96% in Q1 2022, selling an estimated $12.1K and leaving 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Lenox Wealth Advisors first reported a position in VMC in Q4 2013 and has held it in 14 quarters since. The position peaked at $18K in Q4 2020. 739 funds tracked by Wall St. Rank hold VMC as of Q1 2022.

Lenox Wealth Advisors held 3 shares of Vulcan Materials worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 65 Vulcan Materials shares in Q1 2022, an estimated $12.1K.
Vulcan Materials made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #737 holding.
Lenox Wealth Advisors first reported a position in Vulcan Materials in Q4 2013 and has held it in 14 quarters since.
Lenox Wealth Advisors's Vulcan Materials position peaked at $18K in Q4 2020.
739 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.