VWM
USLM icon

Venturi Wealth Management’s United States Lime & Minerals USLM Stock Holding History

Venturi Wealth Management’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-45
Closed -$1.88K – 1431
2023
Q2 		$1.88K Buy
+45
New +$1.58K ﹤0.01% 931

Other funds holding USLM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Venturi Wealth Management's USLM Position: Q3 2023 in Review

Venturi Wealth Management sold out of United States Lime & Minerals (USLM) in Q3 2023, closing a stake of 45 shares — an estimated $1.88K sold.

Venturi Wealth Management first reported a position in USLM in Q2 2023 and held it in 1 quarter. The position peaked at $1.88K in Q2 2023. 85 funds tracked by Wall St. Rank hold USLM as of Q3 2023.

  • Venturi Wealth Management reported no remaining United States Lime & Minerals position as of Q3 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 45 United States Lime & Minerals shares in Q3 2023, an estimated $1.88K.
  • Venturi Wealth Management first reported a position in United States Lime & Minerals in Q2 2023 and held it in 1 quarter.
  • Venturi Wealth Management's United States Lime & Minerals position peaked at $1.88K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2023.

Based on Venturi Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.