Reilly Financial Advisors’s Vulcan Materials VMC Stock Holding History

Reilly Financial Advisors’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
2021 Q1	–	Sell	-18	Closed	-$3K	–	1051
2020 Q4	$3K	Buy	18 +1	+6%	+$143	﹤0.01%	772
2020 Q3	$2K	Hold	17	–	–	﹤0.01%	772
2020 Q2	$2K	Hold	17	–	–	﹤0.01%	829
2020 Q1	$2K	Hold	17	–	–	﹤0.01%	810
2019 Q4	$2K	Hold	17	–	–	﹤0.01%	824
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	809
2019 Q2	$2K	Hold	17	–	–	﹤0.01%	877
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	897
2018 Q4	$2K	Hold	17	–	–	﹤0.01%	872
2018 Q3	$2K	Hold	17	–	–	﹤0.01%	941
2018 Q2	$2K	Hold	17	–	–	﹤0.01%	932
2018 Q1	$2K	Hold	17	–	–	﹤0.01%	896
2017 Q4	$2K	Buy	+17	New	+$2.08K	﹤0.01%	896

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Reilly Financial Advisors's VMC Position: Q1 2021 in Review

Reilly Financial Advisors sold out of Vulcan Materials (VMC) in Q1 2021, closing a stake of 18 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in VMC in Q4 2017 and held it in 13 quarters. The position peaked at $3K in Q4 2020. 695 funds tracked by Wall St. Rank hold VMC as of Q1 2021.

Reilly Financial Advisors reported no remaining Vulcan Materials position as of Q1 2021 after selling out during the quarter.
Reilly Financial Advisors sold 18 Vulcan Materials shares in Q1 2021, an estimated $3K.
Reilly Financial Advisors first reported a position in Vulcan Materials in Q4 2017 and held it in 13 quarters.
Reilly Financial Advisors's Vulcan Materials position peaked at $3K in Q4 2020.
695 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2021.

Based on Reilly Financial Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.