Wealth Effects’s Eagle Materials EXP Stock Holding History

Wealth Effects’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 Q2	–	Sell	-1,001	Closed	-$222K	–	208
2025 Q1	$222K	Sell	1,001 -1,099	-52%	-$261K	0.09%	170
2024 Q4	$518K	Sell	2,100 -2,800	-57%	-$808K	0.18%	108
2024 Q3	$1.41M	Sell	4,900 -1,716	-26%	-$429K	0.49%	45
2024 Q2	$1.44M	Buy	6,616 +966	+17%	+$237K	0.52%	42
2024 Q1	$1.54M	Sell	5,650 -1,450	-20%	-$343K	0.57%	39
2023 Q4	$1.44M	Sell	7,100 -125	-2%	-$22K	0.54%	42
2023 Q3	$1.2M	Sell	7,225 -101	-1%	-$18.4K	0.59%	39
2023 Q2	$1.37M	Hold	7,326	–	–	0.6%	36
2023 Q1	$1.08M	Hold	7,326	–	–	0.55%	44
2022 Q4	$973K	Sell	7,326 -2,500	-25%	-$316K	0.56%	42
2022 Q3	$1.05M	Hold	9,826	–	–	0.64%	37
2022 Q2	$1.08M	Hold	9,826	–	–	0.65%	40
2022 Q1	$1.26M	Sell	9,826 -125	-1%	-$17.7K	0.59%	39
2021 Q4	$1.66M	Buy	+9,951	New	+$1.53M	0.69%	32

Other funds holding EXP

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

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

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

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

FCM

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Effects's EXP Position: Q2 2025 in Review

Wealth Effects sold out of Eagle Materials (EXP) in Q2 2025, closing a stake of 1,001 shares — an estimated $222K sold.

Wealth Effects first reported a position in EXP in Q4 2021 and held it in 14 quarters. The position peaked at $1.66M in Q4 2021. 470 funds tracked by Wall St. Rank hold EXP as of Q2 2025.

Wealth Effects reported no remaining Eagle Materials position as of Q2 2025 after selling out during the quarter.
Wealth Effects sold 1,001 Eagle Materials shares in Q2 2025, an estimated $222K.
Wealth Effects first reported a position in Eagle Materials in Q4 2021 and held it in 14 quarters.
Wealth Effects's Eagle Materials position peaked at $1.66M in Q4 2021.
470 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2025.

Based on Wealth Effects's 13F filing for Q2 2025, filed 15 Jul 2025.