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OneAscent Wealth Management’s Vulcan Materials VMC Stock Holding History

OneAscent 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
2021
Q1 		$932K Buy
5,523
+234
+4% +$37.9K 0.4% 53
2020
Q4 		$784K Buy
+5,289
New +$754K 0.35% 63

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 $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneAscent Wealth Management's VMC Position: Q1 2021 in Review

OneAscent Wealth Management increased its Vulcan Materials (VMC) stake by 4.4% in Q1 2021, buying an estimated $37.9K and bringing the position to 5,523 shares worth $932K. The position accounts for 0.4% of the portfolio, ranked #53.

OneAscent Wealth Management first reported a position in VMC in Q4 2020 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold VMC as of Q1 2021.

  • OneAscent Wealth Management held 5,523 shares of Vulcan Materials worth $932K as of Q1 2021.
  • OneAscent Wealth Management bought 234 Vulcan Materials shares in Q1 2021, an estimated $37.9K.
  • Vulcan Materials made up 0.4% of OneAscent Wealth Management's portfolio in Q1 2021, its #53 holding.
  • OneAscent Wealth Management first reported a position in Vulcan Materials in Q4 2020 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.