RegentAtlantic Capital’s Vulcan Materials VMC Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$576K	Buy	3,654 +1,008	+38%	+$164K	0.02%	416
2022 Q2	$376K	Buy	2,646 +196	+8%	+$32.4K	0.01%	498
2022 Q1	$450K	Buy	2,450 +21	+0.9%	+$3.92K	0.01%	481
2021 Q4	$504K	Buy	2,429 +168	+7%	+$32.5K	0.01%	448
2021 Q3	$382K	Buy	2,261 +794	+54%	+$142K	0.01%	504
2021 Q2	$255K	Buy	+1,467	New	+$262K	0.01%	567
2015 Q1	–	Sell	-7	Closed	-$438	–	930
2014 Q4	$438	Buy	+7	New	+$442	﹤0.01%	1213

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

RegentAtlantic Capital's VMC Position: Q3 2022 in Review

RegentAtlantic Capital increased its Vulcan Materials (VMC) stake by 38% in Q3 2022, buying an estimated $164K and bringing the position to 3,654 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #416.

RegentAtlantic Capital first reported a position in VMC in Q4 2014 and has held it in 7 quarters since. 677 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

RegentAtlantic Capital held 3,654 shares of Vulcan Materials worth $576K as of Q3 2022.
RegentAtlantic Capital bought 1,008 Vulcan Materials shares in Q3 2022, an estimated $164K.
Vulcan Materials made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #416 holding.
RegentAtlantic Capital first reported a position in Vulcan Materials in Q4 2014 and has held it in 7 quarters since.
677 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.