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Simon Quick Advisors’s Vulcan Materials VMC Stock Holding History

Simon Quick Advisors’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
Q4 		– Sell
-1,246
Closed -$312K – 507
2024
Q3 		$312K Sell
1,246
-15
-1% -$3.73K 0.02% 318
2024
Q2 		$314K Buy
1,261
+25
+2% +$6.46K 0.02% 279
2024
Q1 		$337K Buy
1,236
+102
+9% +$25.1K 0.03% 266
2023
Q4 		$257K Buy
1,134
+26
+2% +$5.51K 0.02% 267
2023
Q3 		$224K Buy
+1,108
New +$241K 0.02% 286
2022
Q2 		– Sell
-700
Closed -$129K – 391
2022
Q1 		$129K Sell
700
-250
-26% -$46.7K 0.04% 127
2021
Q4 		$197K Sell
950
-318
-25% -$61.6K 0.05% 115
2021
Q3 		$214K Buy
1,268
+96
+8% +$17.2K 0.06% 116
2021
Q2 		$204K Buy
1,172
+4
+0.3% +$715 0.05% 107
2021
Q1 		$197K Sell
1,168
-120
-9% -$19.5K 0.06% 103
2020
Q4 		$191K Buy
1,288
+618
+92% +$88.1K 0.06% 108
2020
Q3 		$91K Hold
670
– – 0.03% 140
2020
Q2 		$78K Hold
670
– – 0.03% 153
2020
Q1 		$72K Sell
670
-21
-3% -$2.68K 0.03% 155
2019
Q4 		$99K Buy
691
+21
+3% +$3.01K 0.04% 147
2019
Q3 		$101K Buy
670
+664
+11,067% +$93.7K 0.04% 118
2019
Q2 		$824 Sell
6
-664
-99% -$84.8K ﹤0.01% 425
2019
Q1 		$79K Hold
670
– – 0.03% 139
2018
Q4 		$66K Buy
+670
New +$67.9K 0.02% 156
2018
Q1 		– Sell
-98
Closed -$13K – 417
2017
Q4 		$13K Hold
98
– – 0.01% 322
2017
Q3 		$12K Buy
+98
New +$11.8K ﹤0.01% 412

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

Simon Quick Advisors's VMC Position: Q4 2024 in Review

Simon Quick Advisors sold out of Vulcan Materials (VMC) in Q4 2024, closing a stake of 1,246 shares — an estimated $312K sold.

Simon Quick Advisors first reported a position in VMC in Q3 2017 and held it in 21 quarters. The position peaked at $337K in Q1 2024. 927 funds tracked by Wall St. Rank hold VMC as of Q4 2024.

  • Simon Quick Advisors reported no remaining Vulcan Materials position as of Q4 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 1,246 Vulcan Materials shares in Q4 2024, an estimated $312K.
  • Simon Quick Advisors first reported a position in Vulcan Materials in Q3 2017 and held it in 21 quarters.
  • Simon Quick Advisors's Vulcan Materials position peaked at $337K in Q1 2024.
  • 927 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2024.

Based on Simon Quick Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.