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Simplicity Wealth’s Vulcan Materials VMC Stock Holding History

Simplicity Wealth’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
-1,617
Closed -$402K – 1187
2024
Q2 		$402K Buy
1,617
+18
+1% +$4.65K 0.01% 844
2024
Q1 		$436K Buy
+1,599
New +$394K 0.01% 789

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

Simplicity Wealth's VMC Position: Q3 2024 in Review

Simplicity Wealth sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 1,617 shares — an estimated $402K sold.

Simplicity Wealth first reported a position in VMC in Q1 2024 and held it in 2 quarters. The position peaked at $436K in Q1 2024. 883 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

  • Simplicity Wealth reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 1,617 Vulcan Materials shares in Q3 2024, an estimated $402K.
  • Simplicity Wealth first reported a position in Vulcan Materials in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Vulcan Materials position peaked at $436K in Q1 2024.
  • 883 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.