WLG
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Williamson Legacy Group’s Vulcan Materials VMC Stock Holding History

Williamson Legacy Group’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
2024
Q2 		– Sell
-970
Closed -$265K – 114
2024
Q1 		$265K Buy
970
+51
+6% +$12.6K 0.21% 78
2023
Q4 		$209K Buy
+919
New +$195K 0.19% 80

Other funds holding VMC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Williamson Legacy Group's VMC Position: Q2 2024 in Review

Williamson Legacy Group sold out of Vulcan Materials (VMC) in Q2 2024, closing a stake of 970 shares — an estimated $265K sold.

Williamson Legacy Group first reported a position in VMC in Q4 2023 and held it in 2 quarters. The position peaked at $265K in Q1 2024. 849 funds tracked by Wall St. Rank hold VMC as of Q2 2024.

  • Williamson Legacy Group reported no remaining Vulcan Materials position as of Q2 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 970 Vulcan Materials shares in Q2 2024, an estimated $265K.
  • Williamson Legacy Group first reported a position in Vulcan Materials in Q4 2023 and held it in 2 quarters.
  • Williamson Legacy Group's Vulcan Materials position peaked at $265K in Q1 2024.
  • 849 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.