PFO
EXP icon

Pathstone Family Office’s Eagle Materials EXP Stock Holding History

Pathstone Family Office’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
2023
Q3 		$370K Buy
2,224
+924
+71% +$168K ﹤0.01% 1191
2023
Q2 		$242K Buy
+1,300
New +$207K ﹤0.01% 1064

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pathstone Family Office's EXP Position: Q3 2023 in Review

Pathstone Family Office increased its Eagle Materials (EXP) stake by 71% in Q3 2023, buying an estimated $168K and bringing the position to 2,224 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Pathstone Family Office first reported a position in EXP in Q2 2023 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold EXP as of Q3 2023.

  • Pathstone Family Office held 2,224 shares of Eagle Materials worth $370K as of Q3 2023.
  • Pathstone Family Office bought 924 Eagle Materials shares in Q3 2023, an estimated $168K.
  • Eagle Materials made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1191 holding.
  • Pathstone Family Office first reported a position in Eagle Materials in Q2 2023 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.