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Oak Ridge Investments’s Vulcan Materials VMC Stock Holding History

Oak Ridge Investments’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
Q2 		– Sell
-4,602
Closed -$497K – 186
2020
Q1 		$497K Sell
4,602
-58
-1% -$7.41K 0.05% 154
2019
Q4 		$671K Sell
4,660
-381
-8% -$54.5K 0.05% 152
2019
Q3 		$762K Sell
5,041
-38
-0.7% -$5.37K 0.06% 146
2019
Q2 		$697K Sell
5,079
-10,196
-67% -$1.3M 0.05% 151
2019
Q1 		$1.81M Sell
15,275
-593
-4% -$64.1K 0.12% 135
2018
Q4 		$1.57M Sell
15,868
-243
-2% -$24.6K 0.11% 134
2018
Q3 		$1.79M Sell
16,111
-618
-4% -$71.7K 0.1% 131
2018
Q2 		$2.16M Sell
16,729
-347
-2% -$42.8K 0.12% 128
2018
Q1 		$1.95M Sell
17,076
-888
-5% -$112K 0.11% 130
2017
Q4 		$2.31M Sell
17,964
-2,773
-13% -$339K 0.11% 132
2017
Q3 		$2.48M Sell
20,737
-1,378
-6% -$165K 0.1% 129
2017
Q2 		$2.8M Buy
22,115
+5,665
+34% +$711K 0.09% 125
2017
Q1 		$1.98M Sell
16,450
-17,184
-51% -$2.1M 0.07% 124
2016
Q4 		$4.21M Buy
33,634
+377
+1% +$45.6K 0.14% 103
2016
Q3 		$3.78M Sell
33,257
-1,075
-3% -$127K 0.1% 110
2016
Q2 		$4.13M Sell
34,332
-3,244
-9% -$367K 0.11% 109
2016
Q1 		$3.97M Buy
37,576
+1,615
+4% +$153K 0.1% 113
2015
Q4 		$3.42M Sell
35,961
-206
-0.6% -$20K 0.08% 118
2015
Q3 		$3.23M Buy
+36,167
New +$3.37M 0.08% 123

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Oak Ridge Investments's VMC Position: Q2 2020 in Review

Oak Ridge Investments sold out of Vulcan Materials (VMC) in Q2 2020, closing a stake of 4,602 shares — an estimated $497K sold.

Oak Ridge Investments first reported a position in VMC in Q3 2015 and held it in 19 quarters. The position peaked at $4.21M in Q4 2016. 627 funds tracked by Wall St. Rank hold VMC as of Q2 2020.

  • Oak Ridge Investments reported no remaining Vulcan Materials position as of Q2 2020 after selling out during the quarter.
  • Oak Ridge Investments sold 4,602 Vulcan Materials shares in Q2 2020, an estimated $497K.
  • Oak Ridge Investments first reported a position in Vulcan Materials in Q3 2015 and held it in 19 quarters.
  • Oak Ridge Investments's Vulcan Materials position peaked at $4.21M in Q4 2016.
  • 627 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2020.

Based on Oak Ridge Investments's 13F filing for Q2 2020, filed 5 Aug 2020.