Simon Quick Advisors’s Eagle Materials EXP Stock Holding History

Simon Quick 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
2024 Q2	–	Sell	-1,441	Closed	-$392K	–	414
2024 Q1	$392K	Buy	+1,441	New	+$340K	0.03%	245

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Simon Quick Advisors's EXP Position: Q2 2024 in Review

Simon Quick Advisors sold out of Eagle Materials (EXP) in Q2 2024, closing a stake of 1,441 shares — an estimated $392K sold.

Simon Quick Advisors first reported a position in EXP in Q1 2024 and held it in 1 quarter. The position peaked at $392K in Q1 2024. 469 funds tracked by Wall St. Rank hold EXP as of Q2 2024.

Simon Quick Advisors reported no remaining Eagle Materials position as of Q2 2024 after selling out during the quarter.
Simon Quick Advisors sold 1,441 Eagle Materials shares in Q2 2024, an estimated $392K.
Simon Quick Advisors first reported a position in Eagle Materials in Q1 2024 and held it in 1 quarter.
Simon Quick Advisors's Eagle Materials position peaked at $392K in Q1 2024.
469 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2024.

Based on Simon Quick Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.