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Next Financial Group’s Vulcan Materials VMC Stock Holding History

Next Financial 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
2021
Q4 		$92K Buy
442
+257
+139% +$49.8K 0.01% 1202
2021
Q3 		$31K Buy
185
+20
+12% +$3.58K ﹤0.01% 1634
2021
Q2 		$28K Buy
165
+95
+136% +$17K ﹤0.01% 1631
2021
Q1 		$12K Sell
70
-143
-67% -$23.2K ﹤0.01% 1841
2020
Q4 		$32K Sell
213
-6
-3% -$856 ﹤0.01% 1364
2020
Q3 		$30K Buy
+219
New +$27.5K ﹤0.01% 1277
2020
Q2 		– Sell
-202
Closed -$22K – 1861
2020
Q1 		$22K Sell
202
-90
-31% -$11.5K ﹤0.01% 1240
2019
Q4 		$42K Sell
292
-11
-4% -$1.57K ﹤0.01% 1258
2019
Q3 		$46K Buy
303
+96
+46% +$13.6K 0.01% 1169
2019
Q2 		$28K Sell
207
-102
-33% -$13K ﹤0.01% 1354
2019
Q1 		$37K Buy
309
+209
+209% +$22.6K 0.01% 808
2018
Q4 		$10K Hold
100
– – ﹤0.01% 1349
2018
Q3 		$11K Buy
+100
New +$11.6K 0.01% 969
2017
Q4 		– Sell
-1,442
Closed -$168K – 1386
2017
Q3 		$168K Sell
1,442
-158
-10% -$19K 0.05% 358
2017
Q2 		$203K Buy
1,600
+103
+7% +$12.9K 0.05% 348
2017
Q1 		$181K Buy
1,497
+1,201
+406% +$147K 0.05% 334
2016
Q4 		$37K Hold
296
– – 0.01% 1081
2016
Q3 		$34K Buy
+296
New +$34.9K 0.01% 1120
2014
Q4 		– Sell
-269
Closed -$16K – 2375
2014
Q3 		$16K Buy
+269
New +$17K ﹤0.01% 1542

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's VMC Position: Q4 2021 in Review

Next Financial Group increased its Vulcan Materials (VMC) stake by 139% in Q4 2021, buying an estimated $49.8K and bringing the position to 442 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #1202.

Next Financial Group first reported a position in VMC in Q3 2014 and has held it in 19 quarters since. The position peaked at $203K in Q2 2017. 759 funds tracked by Wall St. Rank hold VMC as of Q4 2021.

  • Next Financial Group held 442 shares of Vulcan Materials worth $92K as of Q4 2021.
  • Next Financial Group bought 257 Vulcan Materials shares in Q4 2021, an estimated $49.8K.
  • Vulcan Materials made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1202 holding.
  • Next Financial Group first reported a position in Vulcan Materials in Q3 2014 and has held it in 19 quarters since.
  • Next Financial Group's Vulcan Materials position peaked at $203K in Q2 2017.
  • 759 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.