Winch Advisory Services’s Vulcan Materials VMC Stock Holding History

Winch Advisory Services’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
2022 Q2	–	Sell	-6	Closed	-$1K	–	483
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	434
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	449
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	462
2021 Q2	$1K	Buy	+6	New	+$1.07K	﹤0.01%	467
2015 Q4	–	Sell	-50	Closed	-$4K	–	284
2015 Q3	$4K	Buy	+50	New	+$4.66K	0.01%	173

Other funds holding VMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's VMC Position: Q2 2022 in Review

Winch Advisory Services sold out of Vulcan Materials (VMC) in Q2 2022, closing a stake of 6 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in VMC in Q3 2015 and held it in 5 quarters. The position peaked at $4K in Q3 2015. 700 funds tracked by Wall St. Rank hold VMC as of Q2 2022.

Winch Advisory Services reported no remaining Vulcan Materials position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 6 Vulcan Materials shares in Q2 2022, an estimated $1K.
Winch Advisory Services first reported a position in Vulcan Materials in Q3 2015 and held it in 5 quarters.
Winch Advisory Services's Vulcan Materials position peaked at $4K in Q3 2015.
700 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.