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MPS Loria Financial Planners’s Vulcan Materials VMC Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-14
Closed -$2K – 547
2021
Q1 		$2K Hold
14
– – ﹤0.01% 459
2020
Q4 		$2K Buy
+14
New +$2K ﹤0.01% 492

Other funds holding VMC

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's VMC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Vulcan Materials (VMC) in Q2 2021, closing a stake of 14 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in VMC in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 704 funds tracked by Wall St. Rank hold VMC as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Vulcan Materials position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 14 Vulcan Materials shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Vulcan Materials in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Vulcan Materials position peaked at $2K in Q1 2021.
  • 704 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.