Lumature Wealth Partners’s Vulcan Materials VMC Stock Holding History

Lumature Wealth 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
2023 Q2	$621K	Hold	2,756	–	–	0.37%	59
2023 Q1	$473K	Hold	2,756	–	–	0.27%	67
2022 Q4	$483K	Hold	2,756	–	–	0.27%	69
2022 Q3	$435K	Hold	2,756	–	–	0.23%	76
2022 Q2	$392K	Hold	2,756	–	–	0.17%	97
2022 Q1	$506K	Hold	2,756	–	–	0.2%	93
2021 Q4	$572K	Sell	2,756 -1,000	-27%	-$194K	0.22%	88
2021 Q3	$635K	Hold	3,756	–	–	0.26%	82
2021 Q2	$654K	Hold	3,756	–	–	0.27%	79
2021 Q1	$634K	Hold	3,756	–	–	0.33%	64
2020 Q4	$557K	Buy	+3,756	New	+$536K	0.53%	58

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 $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lumature Wealth Partners's VMC Position: Q2 2023 in Review

Lumature Wealth Partners held its Vulcan Materials (VMC) position steady in Q2 2023 at 2,756 shares worth $621K. The position accounts for 0.37% of the portfolio, ranked #59.

Lumature Wealth Partners first reported a position in VMC in Q4 2020 and has held it in 11 quarters since. The position peaked at $654K in Q2 2021. 756 funds tracked by Wall St. Rank hold VMC as of Q2 2023.

Lumature Wealth Partners held 2,756 shares of Vulcan Materials worth $621K as of Q2 2023.
Lumature Wealth Partners left its Vulcan Materials share count unchanged in Q2 2023.
Vulcan Materials made up 0.37% of Lumature Wealth Partners's portfolio in Q2 2023, its #59 holding.
Lumature Wealth Partners first reported a position in Vulcan Materials in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Vulcan Materials position peaked at $654K in Q2 2021.
756 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.