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Valeo Financial Advisors’s Eagle Materials EXP Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-3
Closed – – 937
2021
Q1 		$0 Buy
+3
New +$363 ﹤0.01% 2077
2019
Q2 		– Sell
-10
Closed -$1K – 1586
2019
Q1 		$1K Hold
10
– – ﹤0.01% 1443
2018
Q4 		$1K Hold
10
– – ﹤0.01% 1372
2018
Q3 		$1K Buy
+10
New +$971 ﹤0.01% 1612
2018
Q2 		– Sell
-114
Closed -$12K – 1659
2018
Q1 		$12K Buy
114
+78
+217% +$8.41K ﹤0.01% 880
2017
Q4 		$4K Buy
+36
New +$3.9K ﹤0.01% 1064

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Valeo Financial Advisors's EXP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Eagle Materials (EXP) in Q2 2021, closing a stake of 3 shares.

Valeo Financial Advisors first reported a position in EXP in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q1 2018. 364 funds tracked by Wall St. Rank hold EXP as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Eagle Materials position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3 Eagle Materials shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Eagle Materials in Q4 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's Eagle Materials position peaked at $12K in Q1 2018.
  • 364 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.