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Sowell Financial Services’s Vulcan Materials VMC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-230
Closed -$44K – 2667
2021
Q1 		$44K Hold
230
– – ﹤0.01% 1715
2020
Q4 		$34K Sell
230
-2,890
-93% -$412K ﹤0.01% 1537
2020
Q3 		$423K Buy
3,120
+207
+7% +$26K 0.02% 509
2020
Q2 		$337K Sell
2,913
-3,374
-54% -$370K 0.02% 558
2020
Q1 		$679K Buy
6,287
+2,270
+57% +$290K 0.05% 319
2019
Q4 		$578K Sell
4,017
-10
-0.2% -$1.43K 0.04% 407
2019
Q3 		$609K Buy
+4,027
New +$569K 0.05% 353

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BlackRock
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's VMC Position: Q2 2021 in Review

Sowell Financial Services sold out of Vulcan Materials (VMC) in Q2 2021, closing a stake of 230 shares — an estimated $44K sold.

Sowell Financial Services first reported a position in VMC in Q3 2019 and held it in 7 quarters. The position peaked at $679K in Q1 2020. 705 funds tracked by Wall St. Rank hold VMC as of Q2 2021.

  • Sowell Financial Services reported no remaining Vulcan Materials position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 230 Vulcan Materials shares in Q2 2021, an estimated $44K.
  • Sowell Financial Services first reported a position in Vulcan Materials in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Vulcan Materials position peaked at $679K in Q1 2020.
  • 705 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.