Sutton Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Sutton Wealth Advisors’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 Q3	$20K	Hold	99	–	–	0.01%	360
2023 Q2	$22.3K	Sell	99 -1	-1%	-$192	0.01%	338
2023 Q1	$17.2K	Sell	100 -6	-6%	-$1.06K	0.01%	327
2022 Q4	$18.6K	Hold	106	–	–	0.01%	724
2022 Q3	$16.7K	Buy	106 +21	+25%	+$3.41K	0.01%	716
2022 Q2	$12.1K	Sell	85 -2	-2%	-$330	﹤0.01%	843
2022 Q1	$16K	Buy	87 +16	+23%	+$2.99K	0.01%	792
2021 Q4	$14.7K	Hold	71	–	–	﹤0.01%	809
2021 Q3	$12K	Sell	71 -1	-1%	-$179	﹤0.01%	848
2021 Q2	$12.5K	Hold	72	–	–	﹤0.01%	836
2021 Q1	$12.2K	Buy	72 +1	+1%	+$162	﹤0.01%	818
2020 Q4	$10.5K	Buy	71 +6	+9%	+$856	﹤0.01%	794
2020 Q3	$8.81K	Hold	65	–	–	﹤0.01%	776
2020 Q2	$7.53K	Sell	65 -14	-18%	-$1.53K	﹤0.01%	776
2020 Q1	$8.54K	Buy	79 +11	+16%	+$1.41K	0.01%	698
2019 Q4	$9.79K	Hold	68	–	–	0.01%	825
2019 Q3	$10.3K	Hold	68	–	–	0.01%	780
2019 Q2	$9.34K	Buy	68 +4	+6%	+$511	0.01%	784
2019 Q1	$7.58K	Buy	64 +13	+25%	+$1.41K	﹤0.01%	852
2018 Q4	$5.04K	Buy	51 +47	+1,175%	+$4.77K	﹤0.01%	887
2018 Q3	$445	Hold	4	–	–	﹤0.01%	1095
2018 Q2	$516	Hold	4	–	–	﹤0.01%	1096
2018 Q1	$457	Hold	4	–	–	﹤0.01%	1099
2017 Q4	$513	Hold	4	–	–	﹤0.01%	1046
2017 Q3	$478	Sell	4 -10	-71%	-$1.2K	﹤0.01%	1042
2017 Q2	$1.77K	Hold	14	–	–	﹤0.01%	963
2017 Q1	$1.69K	Hold	14	–	–	﹤0.01%	943
2016 Q4	$1.75K	Buy	+14	New	+$1.69K	﹤0.01%	938

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

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

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

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

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

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

Sutton Wealth Advisors's VMC Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vulcan Materials (VMC) position steady in Q3 2023 at 99 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #360.

Sutton Wealth Advisors first reported a position in VMC in Q4 2016 and has held it in 28 quarters since. The position peaked at $22.3K in Q2 2023. 764 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

Sutton Wealth Advisors held 99 shares of Vulcan Materials worth $20K as of Q3 2023.
Sutton Wealth Advisors left its Vulcan Materials share count unchanged in Q3 2023.
Vulcan Materials made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #360 holding.
Sutton Wealth Advisors first reported a position in Vulcan Materials in Q4 2016 and has held it in 28 quarters since.
Sutton Wealth Advisors's Vulcan Materials position peaked at $22.3K in Q2 2023.
764 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.