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Stamos Capital Partners’s Vulcan Materials VMC Stock Holding History

Stamos Capital Partners’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
Q2 		– Sell
-2,780
Closed -$477K – 118
2023
Q1 		$477K Hold
2,780
– – 0.12% 92
2022
Q4 		$487K Sell
2,780
-470
-14% -$80.4K 0.15% 115
2022
Q3 		$513K Buy
+3,250
New +$528K 0.13% 127

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State Street
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Principal Financial Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stamos Capital Partners's VMC Position: Q2 2023 in Review

Stamos Capital Partners sold out of Vulcan Materials (VMC) in Q2 2023, closing a stake of 2,780 shares — an estimated $477K sold.

Stamos Capital Partners first reported a position in VMC in Q3 2022 and held it in 3 quarters. The position peaked at $513K in Q3 2022. 755 funds tracked by Wall St. Rank hold VMC as of Q2 2023.

  • Stamos Capital Partners reported no remaining Vulcan Materials position as of Q2 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 2,780 Vulcan Materials shares in Q2 2023, an estimated $477K.
  • Stamos Capital Partners first reported a position in Vulcan Materials in Q3 2022 and held it in 3 quarters.
  • Stamos Capital Partners's Vulcan Materials position peaked at $513K in Q3 2022.
  • 755 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2023.

Based on Stamos Capital Partners's 13F filing for Q2 2023, filed 11 Aug 2023.