Tempus Wealth Planning’s Vulcan Materials VMC Stock Holding History

Tempus Wealth Planning’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	–	Sell	-3,000	Closed	-$676K	–	192
2023 Q2	$676K	Hold	3,000	–	–	0.31%	85
2023 Q1	$515K	Hold	3,000	–	–	0.25%	95
2022 Q4	$525K	Hold	3,000	–	–	0.32%	93
2022 Q3	$473K	Hold	3,000	–	–	0.32%	88
2022 Q2	$426K	Hold	3,000	–	–	0.35%	79
2022 Q1	$551K	Hold	3,000	–	–	0.39%	73
2021 Q4	$623K	Hold	3,000	–	–	0.34%	79
2021 Q3	$507K	Hold	3,000	–	–	0.29%	90
2021 Q2	$522K	Hold	3,000	–	–	0.35%	82
2021 Q1	$506K	Hold	3,000	–	–	0.54%	47
2020 Q4	$445K	Hold	3,000	–	–	0.57%	36
2020 Q3	$407K	Hold	3,000	–	–	0.59%	34
2020 Q2	$348K	Hold	3,000	–	–	0.52%	44
2020 Q1	$324K	Hold	3,000	–	–	0.53%	37
2019 Q4	$432K	Buy	+3,000	New	+$429K	0.38%	39

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Tempus Wealth Planning's VMC Position: Q3 2023 in Review

Tempus Wealth Planning sold out of Vulcan Materials (VMC) in Q3 2023, closing a stake of 3,000 shares — an estimated $676K sold.

Tempus Wealth Planning first reported a position in VMC in Q4 2019 and held it in 15 quarters. The position peaked at $676K in Q2 2023. 764 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

Tempus Wealth Planning reported no remaining Vulcan Materials position as of Q3 2023 after selling out during the quarter.
Tempus Wealth Planning sold 3,000 Vulcan Materials shares in Q3 2023, an estimated $676K.
Tempus Wealth Planning first reported a position in Vulcan Materials in Q4 2019 and held it in 15 quarters.
Tempus Wealth Planning's Vulcan Materials position peaked at $676K in Q2 2023.
764 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on Tempus Wealth Planning's 13F filing for Q3 2023, filed 1 Nov 2023.