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Steward Financial Group’s Vulcan Materials VMC Stock Holding History

Steward Financial Group’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
Q3 		$6K Buy
+34
New +$7.39K ﹤0.01% 576
2022
Q3 		– Sell
-5
Closed – – 1278
2022
Q2 		$0 Buy
+5
New +$826 ﹤0.01% 1396

Other funds holding VMC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Steward Financial Group's VMC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Vulcan Materials (VMC) in Q3 2023: 34 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in VMC as recently as Q2 2022.

Steward Financial Group first reported a position in VMC in Q2 2022 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

  • Steward Financial Group held 34 shares of Vulcan Materials worth $6K as of Q3 2023.
  • Vulcan Materials was a new Steward Financial Group position in Q3 2023.
  • Vulcan Materials made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #576 holding.
  • Steward Financial Group first reported a position in Vulcan Materials in Q2 2022 and has held it in 2 quarters since.
  • 763 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.