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Trajan Wealth’s Eagle Materials EXP Stock Holding History

Trajan Wealth’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
2025
Q1 		– Sell
-824
Closed -$203K – 164
2024
Q4 		$203K Sell
824
-50
-6% -$14.4K 0.01% 174
2024
Q3 		$251K Buy
+874
New +$219K 0.01% 149
2024
Q2 		– Sell
-993
Closed -$270K – 171
2024
Q1 		$270K Buy
+993
New +$235K 0.02% 143

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Trajan Wealth's EXP Position: Q1 2025 in Review

Trajan Wealth sold out of Eagle Materials (EXP) in Q1 2025, closing a stake of 824 shares — an estimated $203K sold.

Trajan Wealth first reported a position in EXP in Q1 2024 and held it in 3 quarters. The position peaked at $270K in Q1 2024. 479 funds tracked by Wall St. Rank hold EXP as of Q1 2025.

  • Trajan Wealth reported no remaining Eagle Materials position as of Q1 2025 after selling out during the quarter.
  • Trajan Wealth sold 824 Eagle Materials shares in Q1 2025, an estimated $203K.
  • Trajan Wealth first reported a position in Eagle Materials in Q1 2024 and held it in 3 quarters.
  • Trajan Wealth's Eagle Materials position peaked at $270K in Q1 2024.
  • 479 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.