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Rockbridge Investment Management’s United States Lime & Minerals USLM Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-20
Closed -$922 – 596
2023
Q4 		$922 Buy
+20
New +$847 ﹤0.01% 588
2022
Q3 		– Sell
-20
Closed -$423 – 564
2022
Q2 		$423 Hold
20
– – ﹤0.01% 606
2022
Q1 		$468 Hold
20
– – ﹤0.01% 767
2021
Q4 		$1K Sell
20
-25
-56% -$626 ﹤0.01% 779
2021
Q3 		$1K Hold
45
– – ﹤0.01% 726
2021
Q2 		$1K Hold
45
– – ﹤0.01% 716
2021
Q1 		$1K Buy
+45
New +$1.22K ﹤0.01% 697

Other funds holding USLM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Rockbridge Investment Management's USLM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of United States Lime & Minerals (USLM) in Q1 2024, closing a stake of 20 shares — an estimated $922 sold.

Rockbridge Investment Management first reported a position in USLM in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 113 funds tracked by Wall St. Rank hold USLM as of Q1 2024.

  • Rockbridge Investment Management reported no remaining United States Lime & Minerals position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 20 United States Lime & Minerals shares in Q1 2024, an estimated $922.
  • Rockbridge Investment Management first reported a position in United States Lime & Minerals in Q1 2021 and held it in 7 quarters.
  • Rockbridge Investment Management's United States Lime & Minerals position peaked at $1K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.