Safeguard Financial’s Vulcan Materials VMC Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-9	Closed	-$2K	–	538
2023 Q2	$2K	Buy	+9	New	+$1.73K	﹤0.01%	475

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Safeguard Financial's VMC Position: Q3 2023 in Review

Safeguard Financial sold out of Vulcan Materials (VMC) in Q3 2023, closing a stake of 9 shares — an estimated $2K sold.

Safeguard Financial first reported a position in VMC in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 763 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

Safeguard Financial reported no remaining Vulcan Materials position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 9 Vulcan Materials shares in Q3 2023, an estimated $2K.
Safeguard Financial first reported a position in Vulcan Materials in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Vulcan Materials position peaked at $2K in Q2 2023.
763 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.