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Sequoia Financial Advisors’s Eagle Materials EXP Stock Holding History

Sequoia Financial Advisors’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
2026
Q1 		$322K Sell
1,700
-1,579
-48% -$336K ﹤0.01% 1531
2025
Q4 		$678K Buy
3,279
+1,111
+51% +$245K ﹤0.01% 1100
2025
Q3 		$505K Buy
2,168
+176
+9% +$39.9K ﹤0.01% 1130
2025
Q2 		$403K Buy
+1,992
New +$429K ﹤0.01% 1113
2025
Q1 		– Sell
-816
Closed -$201K – 1399
2024
Q4 		$201K Sell
816
-6
-0.7% -$1.73K ﹤0.01% 1225
2024
Q3 		$236K Buy
+822
New +$206K ﹤0.01% 1092

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return