LifePlan Financial Group’s Vulcan Materials VMC Stock Holding History

LifePlan Financial Group’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 Q3	$27K	Hold	200	–	–	0.01%	311
2020 Q2	$23K	Hold	200	–	–	0.01%	320
2020 Q1	$22K	Hold	200	–	–	0.01%	298
2019 Q4	$29K	Hold	200	–	–	0.01%	305
2019 Q3	$30K	Hold	200	–	–	0.01%	296
2019 Q2	$27K	Hold	200	–	–	0.01%	303
2019 Q1	$24K	Hold	200	–	–	0.01%	329
2018 Q4	$20K	Hold	200	–	–	0.01%	332
2018 Q3	$22K	Hold	200	–	–	0.01%	329
2018 Q2	$26K	Hold	200	–	–	0.01%	310
2018 Q1	$23K	Buy	+200	New	+$25.2K	0.01%	304

Other funds holding VMC

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

LifePlan Financial Group's VMC Position: Q3 2020 in Review

LifePlan Financial Group held its Vulcan Materials (VMC) position steady in Q3 2020 at 200 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #311.

LifePlan Financial Group first reported a position in VMC in Q1 2018 and has held it in 11 quarters since. The position peaked at $30K in Q3 2019. 618 funds tracked by Wall St. Rank hold VMC as of Q3 2020.

LifePlan Financial Group held 200 shares of Vulcan Materials worth $27K as of Q3 2020.
LifePlan Financial Group left its Vulcan Materials share count unchanged in Q3 2020.
Vulcan Materials made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #311 holding.
LifePlan Financial Group first reported a position in Vulcan Materials in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Vulcan Materials position peaked at $30K in Q3 2019.
618 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.