Neuburgh Advisers’s Vulcan Materials VMC Stock Holding History

Neuburgh Advisers’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
2019 Q3	$748K	Sell	4,944 -3,152	-39%	-$445K	0.02%	375
2019 Q2	$1.11M	Buy	8,096 +3,728	+85%	+$476K	0.04%	310
2019 Q1	$517K	Sell	4,368 -256	-6%	-$27.7K	0.02%	439
2018 Q4	$457K	Sell	4,624 -384	-8%	-$38.9K	0.02%	430
2018 Q3	$557K	Buy	5,008 +560	+13%	+$64.9K	0.02%	434
2018 Q2	$574K	Buy	4,448 +704	+19%	+$86.8K	0.02%	391
2018 Q1	$427K	Buy	3,744 +256	+7%	+$32.2K	0.01%	451
2017 Q4	$448K	Buy	3,488 +160	+5%	+$19.5K	0.02%	460
2017 Q3	$398K	Sell	3,328 -64	-2%	-$7.68K	0.01%	443
2017 Q2	$430K	Sell	3,392 -8,864	-72%	-$1.11M	0.02%	408
2017 Q1	$1.48M	Sell	12,256 -6,048	-33%	-$740K	0.06%	218
2016 Q4	$2.29M	Buy	+18,304	New	+$2.21M	0.1%	157

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuburgh Advisers's VMC Position: Q3 2019 in Review

Neuburgh Advisers reduced its Vulcan Materials (VMC) stake by 39% in Q3 2019, selling an estimated $445K and leaving 4,944 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #375.

Neuburgh Advisers first reported a position in VMC in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.29M in Q4 2016. 646 funds tracked by Wall St. Rank hold VMC as of Q3 2019.

Neuburgh Advisers held 4,944 shares of Vulcan Materials worth $748K as of Q3 2019.
Neuburgh Advisers sold 3,152 Vulcan Materials shares in Q3 2019, an estimated $445K.
Vulcan Materials made up 0.02% of Neuburgh Advisers's portfolio in Q3 2019, its #375 holding.
Neuburgh Advisers first reported a position in Vulcan Materials in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Vulcan Materials position peaked at $2.29M in Q4 2016.
646 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.