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TLWM Financial’s Vulcan Materials VMC Stock Holding History

TLWM Financial’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
2020
Q1 		– Sell
-3,911
Closed -$562K – 62
2019
Q4 		$562K Sell
3,911
-2
-0.1% -$286 0.27% 38
2019
Q3 		$595K Sell
3,913
-141
-3% -$19.9K 0.31% 31
2019
Q2 		$553K Sell
4,054
-148
-4% -$18.9K 0.32% 31
2019
Q1 		$500K Sell
4,202
-151
-3% -$16.3K 0.28% 35
2018
Q4 		$448K Buy
4,353
+222
+5% +$22.5K 0.27% 40
2018
Q3 		$464K Buy
4,131
+74
+2% +$8.58K 0.27% 40
2018
Q2 		$521K Sell
4,057
-79
-2% -$9.74K 0.33% 33
2018
Q1 		$474K Buy
4,136
+145
+4% +$18.3K 0.32% 40
2017
Q4 		$512K Buy
+3,991
New +$488K 0.4% 30

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

TLWM Financial's VMC Position: Q1 2020 in Review

TLWM Financial sold out of Vulcan Materials (VMC) in Q1 2020, closing a stake of 3,911 shares — an estimated $562K sold.

TLWM Financial first reported a position in VMC in Q4 2017 and held it in 9 quarters. The position peaked at $595K in Q3 2019. 602 funds tracked by Wall St. Rank hold VMC as of Q1 2020.

  • TLWM Financial reported no remaining Vulcan Materials position as of Q1 2020 after selling out during the quarter.
  • TLWM Financial sold 3,911 Vulcan Materials shares in Q1 2020, an estimated $562K.
  • TLWM Financial first reported a position in Vulcan Materials in Q4 2017 and held it in 9 quarters.
  • TLWM Financial's Vulcan Materials position peaked at $595K in Q3 2019.
  • 602 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2020.

Based on TLWM Financial's 13F filing for Q1 2020, filed 11 May 2020.