Moran Wealth Management’s Eagle Materials EXP Stock Holding History

Moran Wealth Management’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.98M	Buy	42,098 +396	+0.9%	+$84.3K	0.24%	141
2025 Q4	$8.62M	Sell	41,702 -2,343	-5%	-$517K	0.26%	121
2025 Q3	$10.3M	Sell	44,045 -668	-1%	-$151K	0.31%	102
2025 Q2	$9.04M	Sell	44,713 -3,008	-6%	-$648K	0.28%	114
2025 Q1	$10.6M	Sell	47,721 -1,374	-3%	-$326K	0.36%	89
2024 Q4	$12.1M	Sell	49,095 -724	-1%	-$209K	0.39%	89
2024 Q3	$14.3M	Sell	49,819 -1,390	-3%	-$348K	0.44%	78
2024 Q2	$11.1M	Buy	51,209 +9,276	+22%	+$2.27M	0.37%	91
2024 Q1	$11.4M	Sell	41,933 -1,327	-3%	-$313K	0.37%	93
2023 Q4	$8.77M	Sell	43,260 -1,719	-4%	-$302K	0.31%	108
2023 Q3	$7.49M	Sell	44,979 -280	-0.6%	-$50.9K	0.29%	120
2023 Q2	$8.44M	Sell	45,259 -2,337	-5%	-$372K	0.32%	111
2023 Q1	$6.98M	Buy	47,596 +2,116	+5%	+$300K	0.26%	125
2022 Q4	$6.04M	Buy	+45,480	New	+$5.75M	0.23%	129

Other funds holding EXP

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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