Loring Wolcott & Coolidge Fiduciary Advisors’s Vulcan Materials VMC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q3	–	Sell	-8	Closed	-$1K	–	642
2022 Q2	$1K	Buy	+8	New	+$1.32K	﹤0.01%	623
2022 Q1	–	Sell	-1,403	Closed	-$291K	–	718
2021 Q4	$291K	Hold	1,403	–	–	﹤0.01%	266
2021 Q3	$237K	Sell	1,403 -25	-2%	-$4.48K	﹤0.01%	289
2021 Q2	$249K	Buy	+1,428	New	+$255K	﹤0.01%	290
2020 Q2	–	Sell	-9	Closed	–	–	657
2020 Q1	$0	Buy	+9	New	+$1.15K	﹤0.01%	713

Other funds holding VMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Loring Wolcott & Coolidge Fiduciary Advisors's VMC Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vulcan Materials (VMC) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VMC in Q1 2020 and held it in 5 quarters. The position peaked at $291K in Q4 2021. 678 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vulcan Materials position as of Q3 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 8 Vulcan Materials shares in Q3 2022, an estimated $1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vulcan Materials in Q1 2020 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vulcan Materials position peaked at $291K in Q4 2021.
678 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.