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Morningstar Investment Services’s Vulcan Materials VMC Stock Holding History

Morningstar Investment Services’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
2013
Q4 		– Sell
-25,021
Closed -$1.34M – 207
2013
Q3 		$1.34M Sell
25,021
-16,762
-40% -$829K 0.12% 133
2013
Q2 		$2.02M Buy
+41,783
New +$2.14M 0.21% 90

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morningstar Investment Services's VMC Position: Q4 2013 in Review

Morningstar Investment Services sold out of Vulcan Materials (VMC) in Q4 2013, closing a stake of 25,021 shares — an estimated $1.34M sold.

Morningstar Investment Services first reported a position in VMC in Q2 2013 and held it in 2 quarters. The position peaked at $2.02M in Q2 2013. 319 funds tracked by Wall St. Rank hold VMC as of Q4 2013.

  • Morningstar Investment Services reported no remaining Vulcan Materials position as of Q4 2013 after selling out during the quarter.
  • Morningstar Investment Services sold 25,021 Vulcan Materials shares in Q4 2013, an estimated $1.34M.
  • Morningstar Investment Services first reported a position in Vulcan Materials in Q2 2013 and held it in 2 quarters.
  • Morningstar Investment Services's Vulcan Materials position peaked at $2.02M in Q2 2013.
  • 319 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2013.

Based on Morningstar Investment Services's 13F filing for Q4 2013, filed 7 Feb 2014.