Optimize Financial’s Eagle Materials EXP Stock Holding History

Optimize Financial’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 Q1	–	Sell	-1,001	Closed	-$247K	–	247
2024 Q4	$247K	Buy	+1,001	New	+$289K	0.19%	170

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Optimize Financial's EXP Position: Q1 2025 in Review

Optimize Financial sold out of Eagle Materials (EXP) in Q1 2025, closing a stake of 1,001 shares — an estimated $247K sold.

Optimize Financial first reported a position in EXP in Q4 2024 and held it in 1 quarter. The position peaked at $247K in Q4 2024. 479 funds tracked by Wall St. Rank hold EXP as of Q1 2025.

Optimize Financial reported no remaining Eagle Materials position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 1,001 Eagle Materials shares in Q1 2025, an estimated $247K.
Optimize Financial first reported a position in Eagle Materials in Q4 2024 and held it in 1 quarter.
Optimize Financial's Eagle Materials position peaked at $247K in Q4 2024.
479 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.