Simplicity Solutions’s Vulcan Materials VMC Stock Holding History

Simplicity Solutions’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
2023 Q4	$357K	Buy	1,574 +140	+10%	+$29.7K	0.01%	781
2023 Q3	$290K	Sell	1,434 -343	-19%	-$74.6K	0.01%	781
2023 Q2	$401K	Buy	1,777 +21	+1%	+$4.03K	0.01%	734
2023 Q1	$301K	Buy	+1,756	New	+$312K	0.01%	845
2021 Q1	–	Sell	-6,107	Closed	-$906K	–	961
2020 Q4	$906K	Sell	6,107 -5,700	-48%	-$813K	0.01%	567
2020 Q3	$1.6M	Buy	+11,807	New	+$1.48M	0.03%	385

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Simplicity Solutions's VMC Position: Q4 2023 in Review

Simplicity Solutions increased its Vulcan Materials (VMC) stake by 9.8% in Q4 2023, buying an estimated $29.7K and bringing the position to 1,574 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #781.

Simplicity Solutions first reported a position in VMC in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.6M in Q3 2020. 819 funds tracked by Wall St. Rank hold VMC as of Q4 2023.

Simplicity Solutions held 1,574 shares of Vulcan Materials worth $357K as of Q4 2023.
Simplicity Solutions bought 140 Vulcan Materials shares in Q4 2023, an estimated $29.7K.
Vulcan Materials made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #781 holding.
Simplicity Solutions first reported a position in Vulcan Materials in Q3 2020 and has held it in 6 quarters since.
Simplicity Solutions's Vulcan Materials position peaked at $1.6M in Q3 2020.
819 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.