The Family Firm’s Vulcan Materials VMC Stock Holding History

The Family Firm’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	-56	Closed	-$13.8K	–	819
2024 Q2	$13.8K	Buy	+56	New	+$14.5K	﹤0.01%	628

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

The Family Firm sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 56 shares — an estimated $13.8K sold.

The Family Firm first reported a position in VMC in Q2 2024 and held it in 1 quarter. The position peaked at $13.8K in Q2 2024. 882 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

The Family Firm reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 56 Vulcan Materials shares in Q3 2024, an estimated $13.8K.
The Family Firm first reported a position in Vulcan Materials in Q2 2024 and held it in 1 quarter.
The Family Firm's Vulcan Materials position peaked at $13.8K in Q2 2024.
882 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

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