LGL Partners’s Vulcan Materials VMC Stock Holding History

LGL Partners’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 Q4	–	Sell	-2,957	Closed	-$466K	–	153
2022 Q3	$466K	Buy	+2,957	New	+$480K	0.1%	65

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

LGL Partners's VMC Position: Q4 2022 in Review

LGL Partners sold out of Vulcan Materials (VMC) in Q4 2022, closing a stake of 2,957 shares — an estimated $466K sold.

LGL Partners first reported a position in VMC in Q3 2022 and held it in 1 quarter. The position peaked at $466K in Q3 2022. 718 funds tracked by Wall St. Rank hold VMC as of Q4 2022.

LGL Partners reported no remaining Vulcan Materials position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 2,957 Vulcan Materials shares in Q4 2022, an estimated $466K.
LGL Partners first reported a position in Vulcan Materials in Q3 2022 and held it in 1 quarter.
LGL Partners's Vulcan Materials position peaked at $466K in Q3 2022.
718 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.