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Unique Wealth Strategies’s Vulcan Materials VMC Stock Holding History

Unique Wealth Strategies’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
-6
Closed -$1.64K – 657
2024
Q2 		$1.64K Buy
+6
New +$1.55K ﹤0.01% 506

Other funds holding VMC

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

Unique Wealth Strategies's VMC Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Vulcan Materials (VMC) in Q3 2024, closing a stake of 6 shares — an estimated $1.64K sold.

Unique Wealth Strategies first reported a position in VMC in Q2 2024 and held it in 1 quarter. The position peaked at $1.64K in Q2 2024. 882 funds tracked by Wall St. Rank hold VMC as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Vulcan Materials position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 6 Vulcan Materials shares in Q3 2024, an estimated $1.64K.
  • Unique Wealth Strategies first reported a position in Vulcan Materials in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Vulcan Materials position peaked at $1.64K in Q2 2024.
  • 882 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.