SMA
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Sage Mountain Advisors’s Vulcan Materials VMC Stock Holding History

Sage Mountain Advisors’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
Q4 		– Sell
-1,100
Closed -$222K – 374
2023
Q3 		$222K Buy
1,100
+7
+0.6% +$1.52K 0.03% 232
2023
Q2 		$246K Buy
+1,093
New +$209K 0.04% 209

Other funds holding VMC

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sage Mountain Advisors's VMC Position: Q4 2023 in Review

Sage Mountain Advisors sold out of Vulcan Materials (VMC) in Q4 2023, closing a stake of 1,100 shares — an estimated $222K sold.

Sage Mountain Advisors first reported a position in VMC in Q2 2023 and held it in 2 quarters. The position peaked at $246K in Q2 2023. 819 funds tracked by Wall St. Rank hold VMC as of Q4 2023.

  • Sage Mountain Advisors reported no remaining Vulcan Materials position as of Q4 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,100 Vulcan Materials shares in Q4 2023, an estimated $222K.
  • Sage Mountain Advisors first reported a position in Vulcan Materials in Q2 2023 and held it in 2 quarters.
  • Sage Mountain Advisors's Vulcan Materials position peaked at $246K in Q2 2023.
  • 819 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2023.

Based on Sage Mountain Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.