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Safeguard Investment Advisory Group’s Eagle Materials EXP Stock Holding History

Safeguard Investment Advisory Group’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-42
Closed -$4K – 271
2020
Q4 		$4K Buy
+42
New +$3.91K ﹤0.01% 554

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Safeguard Investment Advisory Group's EXP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Eagle Materials (EXP) in Q1 2021, closing a stake of 42 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in EXP in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 360 funds tracked by Wall St. Rank hold EXP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Eagle Materials position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 42 Eagle Materials shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in Eagle Materials in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Eagle Materials position peaked at $4K in Q4 2020.
  • 360 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.