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Silver Oak Securities’s Vulcan Materials VMC Stock Holding History

Silver Oak Securities’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
2024
Q3 		– Sell
-25
Closed -$6.22K – 589
2024
Q2 		$6.22K Hold
25
– – ﹤0.01% 480
2024
Q1 		$6.82K Sell
25
-4,026
-99% -$992K ﹤0.01% 471
2023
Q4 		$920K Buy
4,051
+4,034
+23,729% +$854K 0.12% 175
2023
Q3 		$3.43K Sell
17
-1,446
-99% -$315K ﹤0.01% 431
2023
Q2 		$330K Buy
+1,463
New +$280K 0.05% 313
2022
Q4 		– Sell
-17
Closed -$3.43K – 487
2022
Q3 		$3.43K Buy
+17
New +$2.76K ﹤0.01% 431

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Silver Oak Securities's VMC Position: Q3 2024 in Review

Silver Oak Securities sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 25 shares — an estimated $6.22K sold.

Silver Oak Securities first reported a position in VMC in Q3 2022 and held it in 6 quarters. The position peaked at $920K in Q4 2023. 883 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

  • Silver Oak Securities reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
  • Silver Oak Securities sold 25 Vulcan Materials shares in Q3 2024, an estimated $6.22K.
  • Silver Oak Securities first reported a position in Vulcan Materials in Q3 2022 and held it in 6 quarters.
  • Silver Oak Securities's Vulcan Materials position peaked at $920K in Q4 2023.
  • 883 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on Silver Oak Securities's 13F filing for Q3 2024, filed 23 Oct 2024.