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Optimum Investment Advisors’s Eagle Materials EXP Stock Holding History

Optimum Investment Advisors’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
2022
Q4 		– Sell
-150
Closed -$16K – 788
2022
Q3 		$16K Hold
150
– – 0.01% 526
2022
Q2 		$16K Hold
150
– – 0.01% 542
2022
Q1 		$19K Hold
150
– – 0.01% 569
2021
Q4 		$25K Hold
150
– – 0.01% 565
2021
Q3 		$20K Sell
150
-1,100
-88% -$158K 0.01% 592
2021
Q2 		$178K Sell
1,250
-2,000
-62% -$288K 0.06% 278
2021
Q1 		$437K Buy
3,250
+3,200
+6,400% +$388K 0.13% 166
2020
Q4 		$5K Hold
50
– – ﹤0.01% 782
2020
Q3 		$4K Sell
50
-450
-90% -$36.4K ﹤0.01% 779
2020
Q2 		$35K Sell
500
-45
-8% -$2.83K 0.01% 503
2020
Q1 		$32K Sell
545
-40
-7% -$3.19K 0.01% 487
2019
Q4 		$53K Sell
585
-75
-11% -$6.87K 0.02% 507
2019
Q3 		$59K Buy
660
+75
+13% +$6.43K 0.02% 479
2019
Q2 		$54K Sell
585
-300
-34% -$26.5K 0.02% 489
2019
Q1 		$75K Sell
885
-250
-22% -$18.1K 0.02% 431
2018
Q4 		$69K Sell
1,135
-2,350
-67% -$168K 0.02% 409
2018
Q3 		$297K Sell
3,485
-5,835
-63% -$567K 0.08% 239
2018
Q2 		$978K Sell
9,320
-975
-9% -$103K 0.28% 94
2018
Q1 		$1.06M Buy
10,295
+325
+3% +$35K 0.31% 84
2017
Q4 		$1.13M Buy
9,970
+625
+7% +$67.6K 0.36% 84
2017
Q3 		$997K Buy
9,345
+645
+7% +$61.5K 0.33% 84
2017
Q2 		$804K Sell
8,700
-1,165
-12% -$112K 0.28% 105
2017
Q1 		$958K Buy
+9,865
New +$1.01M 0.34% 89

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Optimum Investment Advisors's EXP Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Eagle Materials (EXP) in Q4 2022, closing a stake of 150 shares — an estimated $16K sold.

Optimum Investment Advisors first reported a position in EXP in Q1 2017 and held it in 23 quarters. The position peaked at $1.13M in Q4 2017. 377 funds tracked by Wall St. Rank hold EXP as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Eagle Materials position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 150 Eagle Materials shares in Q4 2022, an estimated $16K.
  • Optimum Investment Advisors first reported a position in Eagle Materials in Q1 2017 and held it in 23 quarters.
  • Optimum Investment Advisors's Eagle Materials position peaked at $1.13M in Q4 2017.
  • 377 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.