MPPW
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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
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