Surevest’s Vulcan Materials VMC Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	499
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	542
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	512
2021 Q4	$1K	Buy	+5	New	+$968	﹤0.01%	520

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

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

Surevest's VMC Position: Q3 2022 in Review

Surevest held its Vulcan Materials (VMC) position steady in Q3 2022 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Surevest first reported a position in VMC in Q4 2021 and has held it in 4 quarters since. 677 funds tracked by Wall St. Rank hold VMC as of Q3 2022.

Surevest held 5 shares of Vulcan Materials worth $1K as of Q3 2022.
Surevest left its Vulcan Materials share count unchanged in Q3 2022.
Vulcan Materials made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #499 holding.
Surevest first reported a position in Vulcan Materials in Q4 2021 and has held it in 4 quarters since.
677 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2022.

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