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Wetzel Investment Advisors’s United States Lime & Minerals USLM Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-310
Closed -$18.5K – 847
2024
Q2 		$18.5K Hold
310
– – 0.01% 357
2024
Q1 		$18.3K Hold
310
– – 0.01% 392
2023
Q4 		$14K Buy
+310
New +$13.1K 0.01% 446

Other funds holding USLM

BlackRock
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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wetzel Investment Advisors's USLM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of United States Lime & Minerals (USLM) in Q3 2024, closing a stake of 310 shares — an estimated $18.5K sold.

Wetzel Investment Advisors first reported a position in USLM in Q4 2023 and held it in 3 quarters. The position peaked at $18.5K in Q2 2024. 155 funds tracked by Wall St. Rank hold USLM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining United States Lime & Minerals position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 310 United States Lime & Minerals shares in Q3 2024, an estimated $18.5K.
  • Wetzel Investment Advisors first reported a position in United States Lime & Minerals in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's United States Lime & Minerals position peaked at $18.5K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.