Sheets Smith Wealth Management’s Vulcan Materials VMC Stock Holding History

Sheets Smith Wealth Management’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
2020 Q1	–	Sell	-3,899	Closed	-$557K	–	329
2019 Q4	$557K	Sell	3,899 -132	-3%	-$18.9K	0.11%	194
2019 Q3	$610K	Buy	4,031 +128	+3%	+$18.1K	0.13%	169
2019 Q2	$536K	Buy	+3,903	New	+$498K	0.11%	194
2016 Q3	–	Sell	-10,386	Closed	-$1.25M	–	283
2016 Q2	$1.25M	Sell	10,386 -228	-2%	-$25.8K	0.36%	78
2016 Q1	$1.12M	Buy	+10,614	New	+$1.01M	0.34%	76

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sheets Smith Wealth Management's VMC Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Vulcan Materials (VMC) in Q1 2020, closing a stake of 3,899 shares — an estimated $557K sold.

Sheets Smith Wealth Management first reported a position in VMC in Q1 2016 and held it in 5 quarters. The position peaked at $1.25M in Q2 2016. 602 funds tracked by Wall St. Rank hold VMC as of Q1 2020.

Sheets Smith Wealth Management reported no remaining Vulcan Materials position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,899 Vulcan Materials shares in Q1 2020, an estimated $557K.
Sheets Smith Wealth Management first reported a position in Vulcan Materials in Q1 2016 and held it in 5 quarters.
Sheets Smith Wealth Management's Vulcan Materials position peaked at $1.25M in Q2 2016.
602 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.