Patriot Financial Group Insurance Agency’s Vulcan Materials VMC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-51	Closed	-$7K	–	1899
2022 Q2	$7K	Sell	51 -47	-48%	-$7.76K	﹤0.01%	1399
2022 Q1	$18K	Hold	98	–	–	﹤0.01%	1135
2021 Q4	$20K	Buy	98 +1	+1%	+$194	﹤0.01%	1232
2021 Q3	$16K	Sell	97 -1	-1%	-$179	﹤0.01%	1310
2021 Q2	$17K	Buy	98 +39	+66%	+$6.97K	﹤0.01%	1257
2021 Q1	$10K	Hold	59	–	–	﹤0.01%	1364
2020 Q4	$9K	Sell	59 -10	-14%	-$1.43K	﹤0.01%	1272
2020 Q3	$9K	Sell	69 -1	-1%	-$126	﹤0.01%	1072
2020 Q2	$8K	Sell	70 -4	-5%	-$438	﹤0.01%	1055
2020 Q1	$8K	Buy	74 +6	+9%	+$766	﹤0.01%	942
2019 Q4	$10K	Buy	68 +49	+258%	+$7.01K	﹤0.01%	845
2019 Q3	$3K	Sell	19 -2	-10%	-$282	﹤0.01%	1048
2019 Q2	$3K	Sell	21 -1	-5%	-$128	﹤0.01%	1066
2019 Q1	$3K	Buy	+22	New	+$2.38K	﹤0.01%	972

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VMC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vulcan Materials (VMC) in Q3 2022, closing a stake of 51 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in VMC in Q1 2019 and held it in 14 quarters. The position peaked at $20K in Q4 2021. 678 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Vulcan Materials position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 51 Vulcan Materials shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in Vulcan Materials in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Vulcan Materials position peaked at $20K in Q4 2021.
678 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.