Rockbridge Investment Management’s Vulcan Materials VMC Stock Holding History

Rockbridge Investment Management’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
2024 Q1	–	Sell	-11	Closed	-$2.5K	–	610
2023 Q4	$2.5K	Buy	+11	New	+$2.33K	﹤0.01%	538
2022 Q3	–	Sell	-30	Closed	-$4.26K	–	578
2022 Q2	$4.26K	Hold	30	–	–	﹤0.01%	479
2022 Q1	$5.53K	Sell	30 -490	-94%	-$91.5K	﹤0.01%	608
2021 Q4	$108K	Hold	520	–	–	0.02%	245
2021 Q3	$88K	Hold	520	–	–	0.01%	251
2021 Q2	$91K	Hold	520	–	–	0.02%	238
2021 Q1	$88K	Buy	520 +30	+6%	+$4.87K	0.02%	228
2020 Q4	$73K	Hold	490	–	–	0.01%	242
2020 Q3	$66K	Buy	+490	New	+$61.6K	0.02%	238

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Rockbridge Investment Management sold out of Vulcan Materials (VMC) in Q1 2024, closing a stake of 11 shares — an estimated $2.5K sold.

Rockbridge Investment Management first reported a position in VMC in Q3 2020 and held it in 9 quarters. The position peaked at $108K in Q4 2021. 868 funds tracked by Wall St. Rank hold VMC as of Q1 2024.

Rockbridge Investment Management reported no remaining Vulcan Materials position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 11 Vulcan Materials shares in Q1 2024, an estimated $2.5K.
Rockbridge Investment Management first reported a position in Vulcan Materials in Q3 2020 and held it in 9 quarters.
Rockbridge Investment Management's Vulcan Materials position peaked at $108K in Q4 2021.
868 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2024.

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