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Mark Sheptoff Financial Planning’s Vulcan Materials VMC Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-200
Closed -$42K – 490
2021
Q4 		$42K Buy
+200
New +$38.7K 0.02% 192
2020
Q1 		– Sell
-81
Closed -$12K – 382
2019
Q4 		$12K Hold
81
– – 0.01% 272
2019
Q3 		$12K Buy
+81
New +$11.4K 0.01% 260

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mark Sheptoff Financial Planning's VMC Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Vulcan Materials (VMC) in Q1 2022, closing a stake of 200 shares — an estimated $42K sold.

Mark Sheptoff Financial Planning first reported a position in VMC in Q3 2019 and held it in 3 quarters. The position peaked at $42K in Q4 2021. 738 funds tracked by Wall St. Rank hold VMC as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Vulcan Materials position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Vulcan Materials shares in Q1 2022, an estimated $42K.
  • Mark Sheptoff Financial Planning first reported a position in Vulcan Materials in Q3 2019 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Vulcan Materials position peaked at $42K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.