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LGT Financial Advisors’s Eagle Materials EXP Stock Holding History

LGT Financial Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-443
Closed -$109K – 448
2024
Q4 		$109K Buy
443
+310
+233% +$89.5K 0.24% 78
2024
Q3 		$38.3K Hold
133
– – 0.09% 166
2024
Q2 		$28.9K Hold
133
– – 0.06% 228
2024
Q1 		$36.1K Hold
133
– – 0.04% 265
2023
Q4 		$27K Hold
133
– – 0.03% 282
2023
Q3 		$22.1K Buy
+133
New +$24.2K 0.03% 318

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LGT Financial Advisors's EXP Position: Q1 2025 in Review

LGT Financial Advisors sold out of Eagle Materials (EXP) in Q1 2025, closing a stake of 443 shares — an estimated $109K sold.

LGT Financial Advisors first reported a position in EXP in Q3 2023 and held it in 6 quarters. The position peaked at $109K in Q4 2024. 479 funds tracked by Wall St. Rank hold EXP as of Q1 2025.

  • LGT Financial Advisors reported no remaining Eagle Materials position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 443 Eagle Materials shares in Q1 2025, an estimated $109K.
  • LGT Financial Advisors first reported a position in Eagle Materials in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Eagle Materials position peaked at $109K in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.