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Milestone Investment Advisors’s Eagle Materials EXP Stock Holding History

Milestone Investment Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18
Closed -$3K – 230
2023
Q3 		$3K Buy
+18
New +$3.27K ﹤0.01% 343
2023
Q2 		– Sell
-18
Closed -$2.64K – 225
2023
Q1 		$2.64K Buy
+18
New +$2.55K ﹤0.01% 356

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Milestone Investment Advisors's EXP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Eagle Materials (EXP) in Q4 2023, closing a stake of 18 shares — an estimated $3K sold.

Milestone Investment Advisors first reported a position in EXP in Q1 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 455 funds tracked by Wall St. Rank hold EXP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Eagle Materials position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 18 Eagle Materials shares in Q4 2023, an estimated $3K.
  • Milestone Investment Advisors first reported a position in Eagle Materials in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Eagle Materials position peaked at $3K in Q3 2023.
  • 455 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.