Wheatland Advisors’s Vulcan Materials VMC Stock Holding History

Wheatland Advisors’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
2020 Q1	–	Sell	-27,350	Closed	-$3.94M	–	79
2019 Q4	$3.94M	Sell	27,350 -2,100	-7%	-$301K	5.02%	2
2019 Q3	$4.45M	Hold	29,450	–	–	4.04%	2
2019 Q2	$4.04M	Hold	29,450	–	–	3.05%	6
2019 Q1	$3.49M	Sell	29,450 -100	-0.3%	-$10.8K	2.66%	8
2018 Q4	$2.92M	Hold	29,550	–	–	2.55%	8
2018 Q3	$3.29M	Hold	29,550	–	–	2.47%	9
2018 Q2	$3.81M	Hold	29,550	–	–	3.08%	6
2018 Q1	$3.37M	Hold	29,550	–	–	2.78%	7
2017 Q4	$3.79M	Hold	29,550	–	–	3.07%	5
2017 Q3	$3.53M	Hold	29,550	–	–	3.02%	5
2017 Q2	$3.74M	Hold	29,550	–	–	3.37%	4
2017 Q1	$3.56M	Hold	29,550	–	–	3.18%	4
2016 Q4	$3.7M	Sell	29,550 -750	-2%	-$90.7K	3.28%	4
2016 Q3	$3.45M	Hold	30,300	–	–	3.24%	4
2016 Q2	$3.65M	Hold	30,300	–	–	3.5%	1
2016 Q1	$3.2M	Hold	30,300	–	–	3.27%	3
2015 Q4	$2.88M	Hold	30,300	–	–	2.94%	5
2015 Q3	$2.7M	Hold	30,300	–	–	2.93%	4
2015 Q2	$2.54M	Hold	30,300	–	–	2.44%	13
2015 Q1	$2.55M	Hold	30,300	–	–	2.54%	11
2014 Q4	$1.99M	Hold	30,300	–	–	1.94%	18
2014 Q3	$1.82M	Hold	30,300	–	–	1.82%	21
2014 Q2	$2.11M	Hold	30,300	–	–	1.92%	18
2014 Q1	$2.01M	Hold	30,300	–	–	2.06%	14
2013 Q4	$1.8M	Buy	+30,300	New	+$1.67M	1.89%	20

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wheatland Advisors's VMC Position: Q1 2020 in Review

Wheatland Advisors sold out of Vulcan Materials (VMC) in Q1 2020, closing a stake of 27,350 shares — an estimated $3.94M sold.

Wheatland Advisors first reported a position in VMC in Q4 2013 and held it in 25 quarters. The position peaked at $4.45M in Q3 2019. 601 funds tracked by Wall St. Rank hold VMC as of Q1 2020.

Wheatland Advisors reported no remaining Vulcan Materials position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 27,350 Vulcan Materials shares in Q1 2020, an estimated $3.94M.
Wheatland Advisors first reported a position in Vulcan Materials in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's Vulcan Materials position peaked at $4.45M in Q3 2019.
601 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.