Navellier & Associates’s United States Lime & Minerals USLM Stock Holding History

Navellier & Associates’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,644	Closed	-$463K	–	382
2025 Q2	$463K	Buy	4,644 +67	+1%	+$6.55K	0.06%	217
2025 Q1	$456K	Sell	4,577 -3,474	-43%	-$361K	0.06%	215
2024 Q4	$1.07M	Buy	8,051 +3,242	+67%	+$411K	0.13%	148
2024 Q3	$470K	Sell	4,809 -3,351	-41%	-$269K	0.06%	229
2024 Q2	$594K	Sell	8,160 -60	-0.7%	-$4K	0.07%	216
2024 Q1	$490K	Sell	8,220 -270	-3%	-$13.9K	0.06%	242
2023 Q4	$391K	Buy	8,490 +2,340	+38%	+$99.1K	0.06%	249
2023 Q3	$247K	Buy	+6,150	New	+$256K	0.04%	285

Other funds holding USLM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Navellier & Associates's USLM Position: Q3 2025 in Review

Navellier & Associates sold out of United States Lime & Minerals (USLM) in Q3 2025, closing a stake of 4,644 shares — an estimated $463K sold.

Navellier & Associates first reported a position in USLM in Q3 2023 and held it in 8 quarters. The position peaked at $1.07M in Q4 2024. 224 funds tracked by Wall St. Rank hold USLM as of Q3 2025.

Navellier & Associates reported no remaining United States Lime & Minerals position as of Q3 2025 after selling out during the quarter.
Navellier & Associates sold 4,644 United States Lime & Minerals shares in Q3 2025, an estimated $463K.
Navellier & Associates first reported a position in United States Lime & Minerals in Q3 2023 and held it in 8 quarters.
Navellier & Associates's United States Lime & Minerals position peaked at $1.07M in Q4 2024.
224 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2025.

Based on Navellier & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.