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Perkins Investment Management’s United States Lime & Minerals USLM Stock Holding History

Perkins Investment Management’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
2017
Q1 		$11M Buy
694,655
+110,375
+19% +$1.68M 0.14% 154
2016
Q4 		$8.85M Buy
584,280
+59,175
+11% +$834K 0.11% 158
2016
Q3 		$6.93M Buy
525,105
+327,170
+165% +$4.13M 0.1% 156
2016
Q2 		$2.33M Buy
+197,935
New +$2.2M 0.04% 192

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCC
Steel Canyon Capital Phoenix, Arizona $58.4M AUM 22.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Perkins Investment Management's USLM Position: Q1 2017 in Review

Perkins Investment Management increased its United States Lime & Minerals (USLM) stake by 19% in Q1 2017, buying an estimated $1.68M and bringing the position to 694,655 shares worth $11M. The position accounts for 0.14% of the portfolio, ranked #154.

Perkins Investment Management first reported a position in USLM in Q2 2016 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold USLM as of Q1 2017.

  • Perkins Investment Management held 694,655 shares of United States Lime & Minerals worth $11M as of Q1 2017.
  • Perkins Investment Management bought 110,375 United States Lime & Minerals shares in Q1 2017, an estimated $1.68M.
  • United States Lime & Minerals made up 0.14% of Perkins Investment Management's portfolio in Q1 2017, its #154 holding.
  • Perkins Investment Management first reported a position in United States Lime & Minerals in Q2 2016 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.