Nicola Wealth Management’s Vulcan Materials VMC Stock Holding History

Nicola Wealth Management’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
2020 Q1	–	Sell	-35,000	Closed	-$5.04M	–	117
2019 Q4	$5.04M	Hold	35,000	–	–	0.76%	62
2019 Q3	$5.29M	Buy	35,000 +3,000	+9%	+$424K	0.83%	55
2019 Q2	$4.39M	Buy	32,000 +4,000	+14%	+$511K	0.73%	58
2019 Q1	$3.31M	Buy	+28,000	New	+$3.03M	0.5%	72
2018 Q4	–	Sell	-35,000	Closed	-$3.89M	–	113
2018 Q3	$3.89M	Hold	35,000	–	–	0.67%	66
2018 Q2	$4.52M	Buy	35,000 +7,000	+25%	+$863K	0.88%	41
2018 Q1	$3.2M	Buy	+28,000	New	+$3.53M	0.64%	63

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Nicola Wealth Management's VMC Position: Q1 2020 in Review

Nicola Wealth Management sold out of Vulcan Materials (VMC) in Q1 2020, closing a stake of 35,000 shares — an estimated $5.04M sold.

Nicola Wealth Management first reported a position in VMC in Q1 2018 and held it in 7 quarters. The position peaked at $5.29M in Q3 2019. 602 funds tracked by Wall St. Rank hold VMC as of Q1 2020.

Nicola Wealth Management reported no remaining Vulcan Materials position as of Q1 2020 after selling out during the quarter.
Nicola Wealth Management sold 35,000 Vulcan Materials shares in Q1 2020, an estimated $5.04M.
Nicola Wealth Management first reported a position in Vulcan Materials in Q1 2018 and held it in 7 quarters.
Nicola Wealth Management's Vulcan Materials position peaked at $5.29M in Q3 2019.
602 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2020.

Based on Nicola Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.