Mitchell & Pahl Private Wealth’s Vulcan Materials VMC Stock Holding History

Mitchell & Pahl Private Wealth’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	-4,991	Closed	-$874K	–	155
2022 Q4	$874K	Sell	4,991 -333	-6%	-$56.9K	0.57%	64
2022 Q3	$840K	Sell	5,324 -364	-6%	-$59.1K	0.62%	56
2022 Q2	$808K	Sell	5,688 -321	-5%	-$53K	0.56%	65
2022 Q1	$1.1M	Sell	6,009 -300	-5%	-$56K	0.7%	46
2021 Q4	$1.31M	Sell	6,309 -81	-1%	-$15.7K	0.84%	38
2021 Q3	$1.08M	Sell	6,390 -43	-0.7%	-$7.7K	0.78%	43
2021 Q2	$1.12M	Sell	6,433 -82	-1%	-$14.7K	0.8%	43
2021 Q1	$1.1M	Sell	6,515 -84	-1%	-$13.6K	0.85%	41
2020 Q4	$979K	Buy	+6,599	New	+$941K	0.82%	43

Other funds holding VMC

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mitchell & Pahl Private Wealth's VMC Position: Q1 2023 in Review

Mitchell & Pahl Private Wealth sold out of Vulcan Materials (VMC) in Q1 2023, closing a stake of 4,991 shares — an estimated $874K sold.

Mitchell & Pahl Private Wealth first reported a position in VMC in Q4 2020 and held it in 9 quarters. The position peaked at $1.31M in Q4 2021. 725 funds tracked by Wall St. Rank hold VMC as of Q1 2023.

Mitchell & Pahl Private Wealth reported no remaining Vulcan Materials position as of Q1 2023 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 4,991 Vulcan Materials shares in Q1 2023, an estimated $874K.
Mitchell & Pahl Private Wealth first reported a position in Vulcan Materials in Q4 2020 and held it in 9 quarters.
Mitchell & Pahl Private Wealth's Vulcan Materials position peaked at $1.31M in Q4 2021.
725 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2023.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q1 2023, filed 5 May 2023.