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SYSTM Wealth Solutions’s Vulcan Materials VMC Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-1,232
Closed -$306K – 616
2024
Q2 		$306K Sell
1,232
-71
-5% -$18.3K 0.07% 170
2024
Q1 		$356K Sell
1,303
-151
-10% -$37.2K 0.04% 322
2023
Q4 		$330K Buy
1,454
+455
+46% +$96.4K 0.05% 321
2023
Q3 		$202K Sell
999
-571
-36% -$124K 0.03% 439
2023
Q2 		$354K Buy
+1,570
New +$301K 0.05% 369
2023
Q1 		– Sell
-1,167
Closed -$204K – 531
2022
Q4 		$204K Buy
+1,167
New +$200K 0.03% 501

Other funds holding VMC

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SYSTM Wealth Solutions's VMC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 1,232 shares — an estimated $306K sold.

SYSTM Wealth Solutions first reported a position in VMC in Q4 2022 and held it in 6 quarters. The position peaked at $356K in Q1 2024. 882 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,232 Vulcan Materials shares in Q3 2024, an estimated $306K.
  • SYSTM Wealth Solutions first reported a position in Vulcan Materials in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Vulcan Materials position peaked at $356K in Q1 2024.
  • 882 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.