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Silver Oak Securities’s United States Lime & Minerals USLM Stock Holding History

Silver Oak Securities’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,159
Closed -$291K – 714
2024
Q4 		$291K Buy
+2,159
New +$274K 0.03% 518

Other funds holding USLM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Silver Oak Securities's USLM Position: Q1 2025 in Review

Silver Oak Securities sold out of United States Lime & Minerals (USLM) in Q1 2025, closing a stake of 2,159 shares — an estimated $291K sold.

Silver Oak Securities first reported a position in USLM in Q4 2024 and held it in 1 quarter. The position peaked at $291K in Q4 2024. 198 funds tracked by Wall St. Rank hold USLM as of Q1 2025.

  • Silver Oak Securities reported no remaining United States Lime & Minerals position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Securities sold 2,159 United States Lime & Minerals shares in Q1 2025, an estimated $291K.
  • Silver Oak Securities first reported a position in United States Lime & Minerals in Q4 2024 and held it in 1 quarter.
  • Silver Oak Securities's United States Lime & Minerals position peaked at $291K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.