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EXP icon

Professional Planning’s Eagle Materials EXP Stock Holding History

Professional Planning’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
2021
Q3 		$296K Sell
2,259
-765
-25% -$110K 0.14% 103
2021
Q2 		$429K Buy
+3,024
New +$435K 0.2% 79

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Professional Planning's EXP Position: Q3 2021 in Review

Professional Planning reduced its Eagle Materials (EXP) stake by 25% in Q3 2021, selling an estimated $110K and leaving 2,259 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #103.

Professional Planning first reported a position in EXP in Q2 2021 and has held it in 2 quarters since. The position peaked at $429K in Q2 2021. 360 funds tracked by Wall St. Rank hold EXP as of Q3 2021.

  • Professional Planning held 2,259 shares of Eagle Materials worth $296K as of Q3 2021.
  • Professional Planning sold 765 Eagle Materials shares in Q3 2021, an estimated $110K.
  • Eagle Materials made up 0.14% of Professional Planning's portfolio in Q3 2021, its #103 holding.
  • Professional Planning first reported a position in Eagle Materials in Q2 2021 and has held it in 2 quarters since.
  • Professional Planning's Eagle Materials position peaked at $429K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.