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Perpetual Ltd’s Vulcan Materials VMC Stock Holding History

Perpetual Ltd’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
2023
Q3 		– Sell
-1,170
Closed -$264K – 502
2023
Q2 		$264K Sell
1,170
-451
-28% -$86.4K ﹤0.01% 437
2023
Q1 		$278K Buy
+1,621
New +$288K ﹤0.01% 453

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Massachusetts Financial Services
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Perpetual Ltd's VMC Position: Q3 2023 in Review

Perpetual Ltd sold out of Vulcan Materials (VMC) in Q3 2023, closing a stake of 1,170 shares — an estimated $264K sold.

Perpetual Ltd first reported a position in VMC in Q1 2023 and held it in 2 quarters. The position peaked at $278K in Q1 2023. 763 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

  • Perpetual Ltd reported no remaining Vulcan Materials position as of Q3 2023 after selling out during the quarter.
  • Perpetual Ltd sold 1,170 Vulcan Materials shares in Q3 2023, an estimated $264K.
  • Perpetual Ltd first reported a position in Vulcan Materials in Q1 2023 and held it in 2 quarters.
  • Perpetual Ltd's Vulcan Materials position peaked at $278K in Q1 2023.
  • 763 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on Perpetual Ltd's 13F filing for Q3 2023, filed 10 Oct 2023.