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Sageworth Trust’s Vulcan Materials VMC Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-16
Closed -$3K – 594
2022
Q4 		$3K Buy
+16
New +$2.74K ﹤0.01% 322
2020
Q3 		– Sell
-2
Closed – – 343
2020
Q2 		$0 Buy
+2
New +$219 ﹤0.01% 343
2018
Q1 		– Sell
-3
Closed – – 186
2017
Q4 		$0 Buy
+3
New +$367 ﹤0.01% 146

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust's VMC Position: Q1 2023 in Review

Sageworth Trust sold out of Vulcan Materials (VMC) in Q1 2023, closing a stake of 16 shares — an estimated $3K sold.

Sageworth Trust first reported a position in VMC in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2022. 725 funds tracked by Wall St. Rank hold VMC as of Q1 2023.

  • Sageworth Trust reported no remaining Vulcan Materials position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 16 Vulcan Materials shares in Q1 2023, an estimated $3K.
  • Sageworth Trust first reported a position in Vulcan Materials in Q4 2017 and held it in 3 quarters.
  • Sageworth Trust's Vulcan Materials position peaked at $3K in Q4 2022.
  • 725 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.