Mason Investment Advisory Services’s Vulcan Materials VMC Stock Holding History

Mason Investment Advisory Services’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	-2,339	Closed	-$410K	–	86
2022 Q4	$410K	Hold	2,339	–	–	0.04%	50
2022 Q3	$369K	Buy	+2,339	New	+$380K	0.04%	47
2022 Q2	–	Sell	-3,668	Closed	-$674K	–	101
2022 Q1	$674K	Buy	+3,668	New	+$685K	0.06%	62
2021 Q1	–	Sell	-4,084	Closed	-$606K	–	92
2020 Q4	$606K	Sell	4,084 -1,596	-28%	-$228K	0.07%	59
2020 Q3	$770K	Hold	5,680	–	–	0.11%	47
2020 Q2	$658K	Sell	5,680 -4,082	-42%	-$447K	0.1%	52
2020 Q1	$1.05M	Hold	9,762	–	–	0.18%	30
2019 Q4	$1.41M	Hold	9,762	–	–	0.21%	30
2019 Q3	$1.48M	Hold	9,762	–	–	0.24%	25
2019 Q2	$1.34M	Hold	9,762	–	–	0.22%	26
2019 Q1	$1.16M	Buy	+9,762	New	+$1.05M	0.32%	26

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 $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mason Investment Advisory Services's VMC Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of Vulcan Materials (VMC) in Q1 2023, closing a stake of 2,339 shares — an estimated $410K sold.

Mason Investment Advisory Services first reported a position in VMC in Q1 2019 and held it in 11 quarters. The position peaked at $1.48M in Q3 2019. 726 funds tracked by Wall St. Rank hold VMC as of Q1 2023.

Mason Investment Advisory Services reported no remaining Vulcan Materials position as of Q1 2023 after selling out during the quarter.
Mason Investment Advisory Services sold 2,339 Vulcan Materials shares in Q1 2023, an estimated $410K.
Mason Investment Advisory Services first reported a position in Vulcan Materials in Q1 2019 and held it in 11 quarters.
Mason Investment Advisory Services's Vulcan Materials position peaked at $1.48M in Q3 2019.
726 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.