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Orion Portfolio Solutions’s United States Lime & Minerals USLM Stock Holding History

Orion Portfolio Solutions’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,305
Closed -$306K – 1981
2024
Q4 		$306K Buy
+2,305
New +$292K ﹤0.01% 1549

Other funds holding USLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Orion Portfolio Solutions's USLM Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of United States Lime & Minerals (USLM) in Q1 2025, closing a stake of 2,305 shares — an estimated $306K sold.

Orion Portfolio Solutions first reported a position in USLM in Q4 2024 and held it in 1 quarter. The position peaked at $306K in Q4 2024. 198 funds tracked by Wall St. Rank hold USLM as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining United States Lime & Minerals position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,305 United States Lime & Minerals shares in Q1 2025, an estimated $306K.
  • Orion Portfolio Solutions first reported a position in United States Lime & Minerals in Q4 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's United States Lime & Minerals position peaked at $306K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.