SYM Financial Corp’s Vulcan Materials VMC Stock Holding History

SYM Financial Corp’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
2025 Q1	–	Sell	-968	Closed	-$249K	–	386
2024 Q4	$249K	Buy	+968	New	+$260K	0.03%	188

Other funds holding VMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SYM Financial Corp's VMC Position: Q1 2025 in Review

SYM Financial Corp sold out of Vulcan Materials (VMC) in Q1 2025, closing a stake of 968 shares — an estimated $249K sold.

SYM Financial Corp first reported a position in VMC in Q4 2024 and held it in 1 quarter. The position peaked at $249K in Q4 2024. 916 funds tracked by Wall St. Rank hold VMC as of Q1 2025.

SYM Financial Corp reported no remaining Vulcan Materials position as of Q1 2025 after selling out during the quarter.
SYM Financial Corp sold 968 Vulcan Materials shares in Q1 2025, an estimated $249K.
SYM Financial Corp first reported a position in Vulcan Materials in Q4 2024 and held it in 1 quarter.
SYM Financial Corp's Vulcan Materials position peaked at $249K in Q4 2024.
916 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2025.

Based on SYM Financial Corp's 13F filing for Q1 2025, filed 6 May 2025.