Phoenix Financial’s Eagle Materials EXP Stock Holding History

Phoenix Financial’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
2024 Q2	–	Sell	-3,377	Closed	-$915K	–	385
2024 Q1	$915K	Sell	3,377 -2,143	-39%	-$506K	0.01%	229
2023 Q4	$1.13M	Buy	+5,520	New	+$970K	0.02%	211

Other funds holding EXP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Phoenix Financial's EXP Position: Q2 2024 in Review

Phoenix Financial sold out of Eagle Materials (EXP) in Q2 2024, closing a stake of 3,377 shares — an estimated $915K sold.

Phoenix Financial first reported a position in EXP in Q4 2023 and held it in 2 quarters. The position peaked at $1.13M in Q4 2023. 469 funds tracked by Wall St. Rank hold EXP as of Q2 2024.

Phoenix Financial reported no remaining Eagle Materials position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 3,377 Eagle Materials shares in Q2 2024, an estimated $915K.
Phoenix Financial first reported a position in Eagle Materials in Q4 2023 and held it in 2 quarters.
Phoenix Financial's Eagle Materials position peaked at $1.13M in Q4 2023.
469 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.