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Longview Financial Advisors’s Vulcan Materials VMC Stock Holding History

Longview Financial 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
2024
Q4 		– Sell
-1,400
Closed -$351K – 48
2024
Q3 		$351K Sell
1,400
-1
-0.1% -$248 0.26% 36
2024
Q2 		$348K Hold
1,401
– – 0.27% 38
2024
Q1 		$382K Hold
1,401
– – 0.29% 36
2023
Q4 		$318K Buy
+1,401
New +$297K 0.26% 33

Other funds holding VMC

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Longview Financial Advisors's VMC Position: Q4 2024 in Review

Longview Financial Advisors sold out of Vulcan Materials (VMC) in Q4 2024, closing a stake of 1,400 shares — an estimated $351K sold.

Longview Financial Advisors first reported a position in VMC in Q4 2023 and held it in 4 quarters. The position peaked at $382K in Q1 2024. 927 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

  • Longview Financial Advisors reported no remaining Vulcan Materials position as of Q4 2024 after selling out during the quarter.
  • Longview Financial Advisors sold 1,400 Vulcan Materials shares in Q4 2024, an estimated $351K.
  • Longview Financial Advisors first reported a position in Vulcan Materials in Q4 2023 and held it in 4 quarters.
  • Longview Financial Advisors's Vulcan Materials position peaked at $382K in Q1 2024.
  • 927 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on Longview Financial Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.