NewSquare Capital’s Eagle Materials EXP Stock Holding History

NewSquare Capital’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-191	Closed	-$38.6K	–	528
2025 Q2	$38.6K	Sell	191 -12	-6%	-$2.59K	﹤0.01%	330
2025 Q1	$45.1K	Buy	203 +4	+2%	+$948	﹤0.01%	247
2024 Q4	$49.1K	Buy	199 +8	+4%	+$2.31K	﹤0.01%	188
2024 Q3	$54.9K	Sell	191 -1	-0.5%	-$250	﹤0.01%	165
2024 Q2	$41.8K	Hold	192	–	–	﹤0.01%	169
2024 Q1	$52.2K	Hold	192	–	–	﹤0.01%	176
2023 Q4	$38.9K	Hold	192	–	–	﹤0.01%	201
2023 Q3	$32K	Sell	192 -811	-81%	-$147K	﹤0.01%	213
2023 Q2	$187K	Hold	1,003	–	–	0.02%	150
2023 Q1	$147K	Buy	1,003 +999	+24,975%	+$142K	0.02%	156
2022 Q4	$531	Hold	4	–	–	﹤0.01%	648
2022 Q3	$0	Hold	4	–	–	﹤0.01%	441
2022 Q2	$0	Sell	4 -1	-20%	-$123	﹤0.01%	381
2022 Q1	$1K	Sell	5 -23,355	-100%	-$3.31M	﹤0.01%	355
2021 Q4	$3.89M	Buy	+23,360	New	+$3.59M	0.41%	72

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

NewSquare Capital's EXP Position: Q3 2025 in Review

NewSquare Capital sold out of Eagle Materials (EXP) in Q3 2025, closing a stake of 191 shares — an estimated $38.6K sold.

NewSquare Capital first reported a position in EXP in Q4 2021 and held it in 15 quarters. The position peaked at $3.89M in Q4 2021. 485 funds tracked by Wall St. Rank hold EXP as of Q3 2025.

NewSquare Capital reported no remaining Eagle Materials position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 191 Eagle Materials shares in Q3 2025, an estimated $38.6K.
NewSquare Capital first reported a position in Eagle Materials in Q4 2021 and held it in 15 quarters.
NewSquare Capital's Eagle Materials position peaked at $3.89M in Q4 2021.
485 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.