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Strategic Wealth Management Group’s Vulcan Materials VMC Stock Holding History

Strategic Wealth Management 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
2021
Q2 		$296K Sell
1,701
-21
-1% -$3.75K 0.11% 98
2021
Q1 		$291K Buy
1,722
+3
+0.2% +$486 0.11% 107
2020
Q4 		$255K Sell
1,719
-81
-5% -$11.6K 0.11% 107
2020
Q3 		$244K Sell
1,800
-93
-5% -$11.7K 0.12% 97
2020
Q2 		$219K Sell
1,893
-171
-8% -$18.7K 0.13% 89
2020
Q1 		$223K Sell
2,064
-247
-11% -$31.6K 0.17% 70
2019
Q4 		$333K Sell
2,311
-169
-7% -$24.2K 0.22% 61
2019
Q3 		$375K Sell
2,480
-122
-5% -$17.2K 0.27% 52
2019
Q2 		$357K Sell
2,602
-223
-8% -$28.5K 0.27% 54
2019
Q1 		$334K Sell
2,825
-193
-6% -$20.9K 0.27% 54
2018
Q4 		$298K Buy
+3,018
New +$306K 0.29% 58

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Management Group's VMC Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Vulcan Materials (VMC) stake by 1.2% in Q2 2021, selling an estimated $3.75K and leaving 1,701 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #98.

Strategic Wealth Management Group first reported a position in VMC in Q4 2018 and has held it in 11 quarters since. The position peaked at $375K in Q3 2019. 704 funds tracked by Wall St. Rank hold VMC as of Q2 2021.

  • Strategic Wealth Management Group held 1,701 shares of Vulcan Materials worth $296K as of Q2 2021.
  • Strategic Wealth Management Group sold 21 Vulcan Materials shares in Q2 2021, an estimated $3.75K.
  • Vulcan Materials made up 0.11% of Strategic Wealth Management Group's portfolio in Q2 2021, its #98 holding.
  • Strategic Wealth Management Group first reported a position in Vulcan Materials in Q4 2018 and has held it in 11 quarters since.
  • Strategic Wealth Management Group's Vulcan Materials position peaked at $375K in Q3 2019.
  • 704 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.