Meridian Wealth Management’s Vulcan Materials VMC Stock Holding History

Meridian 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
2019 Q4	–	Sell	-2,374	Closed	-$359K	–	221
2019 Q3	$359K	Buy	2,374 +2,186	+1,163%	+$309K	0.17%	125
2019 Q2	$25.9K	Buy	+188	New	+$24K	0.01%	490
2018 Q2	–	Sell	-3,602	Closed	-$411K	–	202
2018 Q1	$411K	Sell	3,602 -579	-14%	-$72.9K	0.21%	103
2017 Q4	$501K	Hold	4,181	–	–	0.31%	77
2017 Q3	$500K	Sell	4,181 -160	-4%	-$19.2K	0.32%	77
2017 Q2	$550K	Sell	4,341 -1,370	-24%	-$172K	0.35%	66
2017 Q1	$688K	Sell	5,711 -285	-5%	-$34.9K	0.41%	56
2016 Q4	$752K	Buy	+5,996	New	+$725K	0.6%	46

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Meridian Wealth Management's VMC Position: Q4 2019 in Review

Meridian Wealth Management sold out of Vulcan Materials (VMC) in Q4 2019, closing a stake of 2,374 shares — an estimated $359K sold.

Meridian Wealth Management first reported a position in VMC in Q4 2016 and held it in 8 quarters. The position peaked at $752K in Q4 2016. 674 funds tracked by Wall St. Rank hold VMC as of Q4 2019.

Meridian Wealth Management reported no remaining Vulcan Materials position as of Q4 2019 after selling out during the quarter.
Meridian Wealth Management sold 2,374 Vulcan Materials shares in Q4 2019, an estimated $359K.
Meridian Wealth Management first reported a position in Vulcan Materials in Q4 2016 and held it in 8 quarters.
Meridian Wealth Management's Vulcan Materials position peaked at $752K in Q4 2016.
674 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2019.

Based on Meridian Wealth Management's 13F filing for Q4 2019, filed 9 Jan 2020.