Monument Capital Management’s Commercial Metals CMC Stock Holding History

Monument Capital Management’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-38,880	Closed	-$1.92M	–	186
2023 Q3	$1.92M	Buy	38,880 +850	+2%	+$46.2K	0.64%	55
2023 Q2	$2M	Sell	38,030 -355	-0.9%	-$16.6K	0.64%	50
2023 Q1	$1.88M	Buy	+38,385	New	+$1.99M	0.63%	52
2018 Q4	–	Sell	-1,000	Closed	-$21K	–	139
2018 Q3	$21K	Buy	+1,000	New	+$21.5K	0.01%	157

Other funds holding CMC

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Monument Capital Management's CMC Position: Q4 2023 in Review

Monument Capital Management sold out of Commercial Metals (CMC) in Q4 2023, closing a stake of 38,880 shares — an estimated $1.92M sold.

Monument Capital Management first reported a position in CMC in Q3 2018 and held it in 4 quarters. The position peaked at $2M in Q2 2023. 432 funds tracked by Wall St. Rank hold CMC as of Q4 2023.

Monument Capital Management reported no remaining Commercial Metals position as of Q4 2023 after selling out during the quarter.
Monument Capital Management sold 38,880 Commercial Metals shares in Q4 2023, an estimated $1.92M.
Monument Capital Management first reported a position in Commercial Metals in Q3 2018 and held it in 4 quarters.
Monument Capital Management's Commercial Metals position peaked at $2M in Q2 2023.
432 funds tracked by Wall St. Rank held Commercial Metals as of Q4 2023.

Based on Monument Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.