Shepherd Kaplan Krochuk’s Eagle Materials EXP Stock Holding History

Shepherd Kaplan Krochuk’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
2020 Q1	–	Sell	-2,500	Closed	-$227K	–	148
2019 Q4	$227K	Sell	2,500 -400	-14%	-$36.6K	0.17%	134
2019 Q3	$261K	Hold	2,900	–	–	0.19%	130
2019 Q2	$269K	Sell	2,900 -100	-3%	-$8.82K	0.19%	126
2019 Q1	$253K	Sell	3,000 -1,500	-33%	-$108K	0.16%	140
2018 Q4	$275K	Buy	+4,500	New	+$323K	0.19%	123

Other funds holding EXP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shepherd Kaplan Krochuk's EXP Position: Q1 2020 in Review

Shepherd Kaplan Krochuk sold out of Eagle Materials (EXP) in Q1 2020, closing a stake of 2,500 shares — an estimated $227K sold.

Shepherd Kaplan Krochuk first reported a position in EXP in Q4 2018 and held it in 5 quarters. The position peaked at $275K in Q4 2018. 278 funds tracked by Wall St. Rank hold EXP as of Q1 2020.

Shepherd Kaplan Krochuk reported no remaining Eagle Materials position as of Q1 2020 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 2,500 Eagle Materials shares in Q1 2020, an estimated $227K.
Shepherd Kaplan Krochuk first reported a position in Eagle Materials in Q4 2018 and held it in 5 quarters.
Shepherd Kaplan Krochuk's Eagle Materials position peaked at $275K in Q4 2018.
278 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2020, filed 12 May 2020.