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Newbridge Financial Services Group’s Vulcan Materials VMC Stock Holding History

Newbridge Financial Services 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
-40
Closed -$9.96K – 1094
2024
Q2 		$9.96K Buy
+40
New +$10.3K ﹤0.01% 710

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Principal Financial Group
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State Street
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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

Newbridge Financial Services Group's VMC Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 40 shares — an estimated $9.96K sold.

Newbridge Financial Services Group first reported a position in VMC in Q2 2024 and held it in 1 quarter. The position peaked at $9.96K in Q2 2024. 883 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 40 Vulcan Materials shares in Q3 2024, an estimated $9.96K.
  • Newbridge Financial Services Group first reported a position in Vulcan Materials in Q2 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's Vulcan Materials position peaked at $9.96K in Q2 2024.
  • 883 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.