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Surevest’s Eagle Materials EXP Stock Holding History

Surevest’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
2022
Q3 		$3K Hold
26
– – ﹤0.01% 359
2022
Q2 		$3K Hold
26
– – ﹤0.01% 377
2022
Q1 		$3K Hold
26
– – ﹤0.01% 357
2021
Q4 		$4K Buy
+26
New +$4K ﹤0.01% 340

Other funds holding EXP

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Surevest's EXP Position: Q3 2022 in Review

Surevest held its Eagle Materials (EXP) position steady in Q3 2022 at 26 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Surevest first reported a position in EXP in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q4 2021. 354 funds tracked by Wall St. Rank hold EXP as of Q3 2022.

  • Surevest held 26 shares of Eagle Materials worth $3K as of Q3 2022.
  • Surevest left its Eagle Materials share count unchanged in Q3 2022.
  • Eagle Materials made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #359 holding.
  • Surevest first reported a position in Eagle Materials in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Eagle Materials position peaked at $4K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.