Summit Wealth Group’s Vulcan Materials VMC Stock Holding History

Summit Wealth 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 Q2	–	Sell	-48,037	Closed	–	–	254
2023 Q1	$0	Buy	+48,037	New	+$8.53M	﹤0.01%	259

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Summit Wealth Group's VMC Position: Q2 2023 in Review

Summit Wealth Group sold out of Vulcan Materials (VMC) in Q2 2023, closing a stake of 48,037 shares.

Summit Wealth Group first reported a position in VMC in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 755 funds tracked by Wall St. Rank hold VMC as of Q2 2023.

Summit Wealth Group reported no remaining Vulcan Materials position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 48,037 Vulcan Materials shares in Q2 2023.
Summit Wealth Group first reported a position in Vulcan Materials in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Vulcan Materials position peaked at $0 in Q1 2023.
755 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.