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Mather Group’s United States Lime & Minerals USLM Stock Holding History

Mather Group’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$20.9K – 623
2023
Q2 		$20.9K Buy
+500
New +$17.5K ﹤0.01% 582

Other funds holding USLM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Mather Group's USLM Position: Q3 2023 in Review

Mather Group sold out of United States Lime & Minerals (USLM) in Q3 2023, closing a stake of 500 shares — an estimated $20.9K sold.

Mather Group first reported a position in USLM in Q2 2023 and held it in 1 quarter. The position peaked at $20.9K in Q2 2023. 85 funds tracked by Wall St. Rank hold USLM as of Q3 2023.

  • Mather Group reported no remaining United States Lime & Minerals position as of Q3 2023 after selling out during the quarter.
  • Mather Group sold 500 United States Lime & Minerals shares in Q3 2023, an estimated $20.9K.
  • Mather Group first reported a position in United States Lime & Minerals in Q2 2023 and held it in 1 quarter.
  • Mather Group's United States Lime & Minerals position peaked at $20.9K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2023.

Based on Mather Group's 13F filing for Q3 2023, filed 13 Nov 2023.