PS
EXP icon

Planned Solutions’s Eagle Materials EXP Stock Holding History

Planned Solutions’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
Q4 		– Sell
-305
Closed -$87.7K – 274
2024
Q3 		$87.7K Buy
+305
New +$76.3K 0.04% 229
2024
Q1 		– Sell
-175
Closed -$35.5K – 232
2023
Q4 		$35.5K Buy
+175
New +$30.8K 0.02% 318

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Planned Solutions's EXP Position: Q4 2024 in Review

Planned Solutions sold out of Eagle Materials (EXP) in Q4 2024, closing a stake of 305 shares — an estimated $87.7K sold.

Planned Solutions first reported a position in EXP in Q4 2023 and held it in 2 quarters. The position peaked at $87.7K in Q3 2024. 491 funds tracked by Wall St. Rank hold EXP as of Q4 2024.

  • Planned Solutions reported no remaining Eagle Materials position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 305 Eagle Materials shares in Q4 2024, an estimated $87.7K.
  • Planned Solutions first reported a position in Eagle Materials in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Eagle Materials position peaked at $87.7K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.