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Private Trust Company’s United States Lime & Minerals USLM Stock Holding History

Private Trust Company’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
2025
Q1 		– Sell
-8
Closed -$1.06K – 2544
2024
Q4 		$1.06K Buy
+8
New +$1.01K ﹤0.01% 2232

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Select Equity Group
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Geode Capital Management
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Goldman Sachs
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William Blair Investment Management
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Private Trust Company's USLM Position: Q1 2025 in Review

Private Trust Company sold out of United States Lime & Minerals (USLM) in Q1 2025, closing a stake of 8 shares — an estimated $1.06K sold.

Private Trust Company first reported a position in USLM in Q4 2024 and held it in 1 quarter. The position peaked at $1.06K in Q4 2024. 198 funds tracked by Wall St. Rank hold USLM as of Q1 2025.

  • Private Trust Company reported no remaining United States Lime & Minerals position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 8 United States Lime & Minerals shares in Q1 2025, an estimated $1.06K.
  • Private Trust Company first reported a position in United States Lime & Minerals in Q4 2024 and held it in 1 quarter.
  • Private Trust Company's United States Lime & Minerals position peaked at $1.06K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.