The Family Firm’s Eagle Materials EXP Stock Holding History

The Family Firm’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5	Closed	-$1.09K	–	415
2024 Q2	$1.09K	Buy	+5	New	+$1.22K	﹤0.01%	828

Other funds holding EXP

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

The Family Firm's EXP Position: Q3 2024 in Review

The Family Firm sold out of Eagle Materials (EXP) in Q3 2024, closing a stake of 5 shares — an estimated $1.09K sold.

The Family Firm first reported a position in EXP in Q2 2024 and held it in 1 quarter. The position peaked at $1.09K in Q2 2024. 492 funds tracked by Wall St. Rank hold EXP as of Q3 2024.

The Family Firm reported no remaining Eagle Materials position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 5 Eagle Materials shares in Q3 2024, an estimated $1.09K.
The Family Firm first reported a position in Eagle Materials in Q2 2024 and held it in 1 quarter.
The Family Firm's Eagle Materials position peaked at $1.09K in Q2 2024.
492 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.