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Tilia Fiduciary Partners’s Vulcan Materials VMC Stock Holding History

Tilia Fiduciary Partners’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
Q2 		– Sell
-49
Closed -$8.37K – 547
2023
Q1 		$8.37K Hold
49
– – 0.01% 379
2022
Q4 		$8.52K Hold
49
– – 0.01% 368
2022
Q3 		$8K Buy
49
+1
+2% +$162 0.01% 392
2022
Q2 		$7K Hold
48
– – 0.01% 415
2022
Q1 		$9K Hold
48
– – 0.01% 405
2021
Q4 		$10K Buy
+48
New +$9.3K 0.01% 414

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

Tilia Fiduciary Partners's VMC Position: Q2 2023 in Review

Tilia Fiduciary Partners sold out of Vulcan Materials (VMC) in Q2 2023, closing a stake of 49 shares — an estimated $8.37K sold.

Tilia Fiduciary Partners first reported a position in VMC in Q4 2021 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 756 funds tracked by Wall St. Rank hold VMC as of Q2 2023.

  • Tilia Fiduciary Partners reported no remaining Vulcan Materials position as of Q2 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 49 Vulcan Materials shares in Q2 2023, an estimated $8.37K.
  • Tilia Fiduciary Partners first reported a position in Vulcan Materials in Q4 2021 and held it in 6 quarters.
  • Tilia Fiduciary Partners's Vulcan Materials position peaked at $10K in Q4 2021.
  • 756 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2023, filed 13 Jul 2023.