Summit Securities Group’s Eagle Materials EXP Stock Holding History

Summit Securities Group’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	–	–	717
2024 Q3	$0	Buy	+1	New	+$250	﹤0.01%	670

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Summit Securities Group's EXP Position: Q4 2024 in Review

Summit Securities Group sold out of Eagle Materials (EXP) in Q4 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in EXP in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 491 funds tracked by Wall St. Rank hold EXP as of Q4 2024.

Summit Securities Group reported no remaining Eagle Materials position as of Q4 2024 after selling out during the quarter.
Summit Securities Group sold 1 Eagle Materials share in Q4 2024.
Summit Securities Group first reported a position in Eagle Materials in Q3 2024 and held it in 1 quarter.
Summit Securities Group's Eagle Materials position peaked at $0 in Q3 2024.
491 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.