Stonegate Investment Group’s United States Lime & Minerals USLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Buy
+1,965
New +$227K 0.01% 344
2025
Q1
Sell
-1,765
Closed -$234K 422
2024
Q4
$234K Buy
+1,765
New +$224K 0.01% 309

Other funds holding USLM

Stonegate Investment Group's USLM Position: Q3 2025 in Review

Stonegate Investment Group opened a new position in United States Lime & Minerals (USLM) in Q3 2025: 1,965 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Stonegate Investment Group previously reported a position in USLM as recently as Q4 2024.

Stonegate Investment Group first reported a position in USLM in Q4 2024 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold USLM as of Q3 2025.

  • Stonegate Investment Group held 1,965 shares of United States Lime & Minerals worth $258K as of Q3 2025.
  • United States Lime & Minerals was a new Stonegate Investment Group position in Q3 2025.
  • United States Lime & Minerals made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #344 holding.
  • Stonegate Investment Group first reported a position in United States Lime & Minerals in Q4 2024 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.