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Mader & Shannon Wealth Management’s Vulcan Materials VMC Stock Holding History

Mader & Shannon Wealth Management’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
-11,194
Closed -$1.59M – 21
2022
Q2 		$1.59M Sell
11,194
-55
-0.5% -$9.08K 0.95% 20
2022
Q1 		$2.07M Buy
+11,249
New +$2.1M 1.12% 22
2020
Q1 		– Sell
-8,615
Closed -$1.24M – 23
2019
Q4 		$1.24M Buy
8,615
+613
+8% +$87.8K 1% 19
2019
Q3 		$1.21M Buy
+8,002
New +$1.13M 0.96% 17

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mader & Shannon Wealth Management's VMC Position: Q3 2022 in Review

Mader & Shannon Wealth Management sold out of Vulcan Materials (VMC) in Q3 2022, closing a stake of 11,194 shares — an estimated $1.59M sold.

Mader & Shannon Wealth Management first reported a position in VMC in Q3 2019 and held it in 4 quarters. The position peaked at $2.07M in Q1 2022. 678 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

  • Mader & Shannon Wealth Management reported no remaining Vulcan Materials position as of Q3 2022 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 11,194 Vulcan Materials shares in Q3 2022, an estimated $1.59M.
  • Mader & Shannon Wealth Management first reported a position in Vulcan Materials in Q3 2019 and held it in 4 quarters.
  • Mader & Shannon Wealth Management's Vulcan Materials position peaked at $2.07M in Q1 2022.
  • 678 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.