Truepoint Inc’s Eagle Materials EXP Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-993	Closed	-$201K	–	164
2023 Q4	$201K	Buy	+993	New	+$175K	0.01%	234

Other funds holding EXP

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

FCM

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

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

Truepoint Inc's EXP Position: Q1 2024 in Review

Truepoint Inc sold out of Eagle Materials (EXP) in Q1 2024, closing a stake of 993 shares — an estimated $201K sold.

Truepoint Inc first reported a position in EXP in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 490 funds tracked by Wall St. Rank hold EXP as of Q1 2024.

Truepoint Inc reported no remaining Eagle Materials position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 993 Eagle Materials shares in Q1 2024, an estimated $201K.
Truepoint Inc first reported a position in Eagle Materials in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Eagle Materials position peaked at $201K in Q4 2023.
490 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.