Monarch Partners Asset Management’s United States Lime & Minerals USLM Stock Holding History

Monarch Partners Asset Management’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-98,695	Closed	-$2.08M	–	167
2022 Q2	$2.08M	Hold	98,695	–	–	0.58%	89
2022 Q1	$2.29M	Hold	98,695	–	–	0.51%	92
2021 Q4	$2.55M	Buy	98,695 +8,350	+9%	+$209K	0.52%	86
2021 Q3	$2.18M	Buy	90,345 +29,865	+49%	+$831K	0.32%	110
2021 Q2	$1.68M	Buy	60,480 +23,115	+62%	+$650K	0.24%	125
2021 Q1	$999K	Sell	37,365 -1,050	-3%	-$28.4K	0.15%	135
2020 Q4	$876K	Buy	+38,415	New	+$795K	0.15%	148

Other funds holding USLM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Monarch Partners Asset Management's USLM Position: Q3 2022 in Review

Monarch Partners Asset Management sold out of United States Lime & Minerals (USLM) in Q3 2022, closing a stake of 98,695 shares — an estimated $2.08M sold.

Monarch Partners Asset Management first reported a position in USLM in Q4 2020 and held it in 7 quarters. The position peaked at $2.55M in Q4 2021. 62 funds tracked by Wall St. Rank hold USLM as of Q3 2022.

Monarch Partners Asset Management reported no remaining United States Lime & Minerals position as of Q3 2022 after selling out during the quarter.
Monarch Partners Asset Management sold 98,695 United States Lime & Minerals shares in Q3 2022, an estimated $2.08M.
Monarch Partners Asset Management first reported a position in United States Lime & Minerals in Q4 2020 and held it in 7 quarters.
Monarch Partners Asset Management's United States Lime & Minerals position peaked at $2.55M in Q4 2021.
62 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2022.

Based on Monarch Partners Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.