RMR Wealth Builders’s Vulcan Materials VMC Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-1,127	Closed	-$207K	–	221
2022 Q1	$207K	Buy	+1,127	New	+$210K	0.04%	200
2021 Q4	–	Sell	-1,241	Closed	-$210K	–	204
2021 Q3	$210K	Buy	1,241 +1	+0.1%	+$179	0.06%	179
2021 Q2	$216K	Hold	1,240	–	–	0.07%	165
2021 Q1	$209K	Hold	1,240	–	–	0.05%	184
2020 Q4	$184K	Buy	+1,240	New	+$177K	0.09%	158
2020 Q3	–	Sell	-1,319	Closed	-$153K	–	458
2020 Q2	$153K	Buy	+1,319	New	+$144K	0.14%	133
2019 Q4	$209K	Buy	+1,451	New	+$208K	0.2%	108

Other funds holding VMC

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

RMR Wealth Builders's VMC Position: Q2 2022 in Review

RMR Wealth Builders sold out of Vulcan Materials (VMC) in Q2 2022, closing a stake of 1,127 shares — an estimated $207K sold.

RMR Wealth Builders first reported a position in VMC in Q4 2019 and held it in 7 quarters. The position peaked at $216K in Q2 2021. 700 funds tracked by Wall St. Rank hold VMC as of Q2 2022.

RMR Wealth Builders reported no remaining Vulcan Materials position as of Q2 2022 after selling out during the quarter.
RMR Wealth Builders sold 1,127 Vulcan Materials shares in Q2 2022, an estimated $207K.
RMR Wealth Builders first reported a position in Vulcan Materials in Q4 2019 and held it in 7 quarters.
RMR Wealth Builders's Vulcan Materials position peaked at $216K in Q2 2021.
700 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2022.

Based on RMR Wealth Builders's 13F filing for Q2 2022, filed 2 Aug 2022.