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M Holdings Securities’s Vulcan Materials VMC Stock Holding History

M Holdings 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
2023
Q1 		– Sell
-1,668
Closed -$296K – 588
2022
Q4 		$292K Hold
1,668
– – 0.03% 347
2022
Q3 		$263K Sell
1,668
-100
-6% -$16.2K 0.03% 350
2022
Q2 		$251K Hold
1,768
– – 0.03% 368
2022
Q1 		$325K Buy
+1,768
New +$330K 0.02% 381
2021
Q2 		– Sell
-2,156
Closed -$364K – 476
2021
Q1 		$364K Buy
+2,156
New +$350K 0.03% 349

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

M Holdings Securities's VMC Position: Q1 2023 in Review

M Holdings Securities sold out of Vulcan Materials (VMC) in Q1 2023, closing a stake of 1,668 shares — an estimated $296K sold.

M Holdings Securities first reported a position in VMC in Q1 2021 and held it in 5 quarters. The position peaked at $364K in Q1 2021. 725 funds tracked by Wall St. Rank hold VMC as of Q1 2023.

  • M Holdings Securities reported no remaining Vulcan Materials position as of Q1 2023 after selling out during the quarter.
  • M Holdings Securities sold 1,668 Vulcan Materials shares in Q1 2023, an estimated $296K.
  • M Holdings Securities first reported a position in Vulcan Materials in Q1 2021 and held it in 5 quarters.
  • M Holdings Securities's Vulcan Materials position peaked at $364K in Q1 2021.
  • 725 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.