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MinichMacGregor Wealth Management’s Vulcan Materials VMC Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-18
Closed -$3.15K – 635
2022
Q4 		$3.15K Buy
+18
New +$3.08K ﹤0.01% 525
2016
Q4 		– Sell
-119
Closed -$13K – 506
2016
Q3 		$13K Hold
119
– – 0.01% 235
2016
Q2 		$14K Buy
+119
New +$13.5K 0.01% 214

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MinichMacGregor Wealth Management's VMC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Vulcan Materials (VMC) in Q1 2023, closing a stake of 18 shares — an estimated $3.15K sold.

MinichMacGregor Wealth Management first reported a position in VMC in Q2 2016 and held it in 3 quarters. The position peaked at $14K in Q2 2016. 725 funds tracked by Wall St. Rank hold VMC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Vulcan Materials position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 18 Vulcan Materials shares in Q1 2023, an estimated $3.15K.
  • MinichMacGregor Wealth Management first reported a position in Vulcan Materials in Q2 2016 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Vulcan Materials position peaked at $14K in Q2 2016.
  • 725 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.