MFG
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Mosaic Financial Group’s Vulcan Materials VMC Stock Holding History

Mosaic Financial Group’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
2024
Q3 		– Sell
-1,153
Closed -$287K – 137
2024
Q2 		$287K Buy
1,153
+2
+0.2% +$517 0.21% 89
2024
Q1 		$314K Buy
+1,151
New +$284K 0.25% 84

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mosaic Financial Group's VMC Position: Q3 2024 in Review

Mosaic Financial Group sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 1,153 shares — an estimated $287K sold.

Mosaic Financial Group first reported a position in VMC in Q1 2024 and held it in 2 quarters. The position peaked at $314K in Q1 2024. 883 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

  • Mosaic Financial Group reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
  • Mosaic Financial Group sold 1,153 Vulcan Materials shares in Q3 2024, an estimated $287K.
  • Mosaic Financial Group first reported a position in Vulcan Materials in Q1 2024 and held it in 2 quarters.
  • Mosaic Financial Group's Vulcan Materials position peaked at $314K in Q1 2024.
  • 883 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on Mosaic Financial Group's 13F filing for Q3 2024, filed 15 Nov 2024.