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Lupo Securities’s Vulcan Materials VMC Stock Holding History

Lupo Securities’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
2015
Q3 		$89K Sell
1,000
-700
-41% -$65.2K 0.67% 24
2015
Q2 		$143K Buy
1,700
+200
+13% +$17.4K 0.57% 21
2015
Q1 		$126K Buy
+1,500
New +$116K 0.2% 81

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Vanguard Group
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State Street
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
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JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Lupo Securities's VMC Position: Q3 2015 in Review

Lupo Securities reduced its Vulcan Materials (VMC) stake by 41% in Q3 2015, selling an estimated $65.2K and leaving 1,000 shares worth $89K. The position accounts for 0.67% of the portfolio, ranked #24.

Lupo Securities first reported a position in VMC in Q1 2015 and has held it in 3 quarters since. The position peaked at $143K in Q2 2015. 455 funds tracked by Wall St. Rank hold VMC as of Q3 2015.

  • Lupo Securities held 1,000 shares of Vulcan Materials worth $89K as of Q3 2015.
  • Lupo Securities sold 700 Vulcan Materials shares in Q3 2015, an estimated $65.2K.
  • Vulcan Materials made up 0.67% of Lupo Securities's portfolio in Q3 2015, its #24 holding.
  • Lupo Securities first reported a position in Vulcan Materials in Q1 2015 and has held it in 3 quarters since.
  • Lupo Securities's Vulcan Materials position peaked at $143K in Q2 2015.
  • 455 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.