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WMS Partners’s Vulcan Materials VMC Stock Holding History

WMS Partners’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
2023
Q3 		– Sell
-944
Closed -$213K – 287
2023
Q2 		$213K Buy
+944
New +$181K 0.02% 264
2022
Q2 		– Sell
-1,190
Closed -$219K – 289
2022
Q1 		$219K Buy
+1,190
New +$222K 0.03% 233
2021
Q4 		– Sell
-4,443
Closed -$752K – 285
2021
Q3 		$752K Buy
4,443
+1,270
+40% +$227K 0.11% 107
2021
Q2 		$552K Buy
+3,173
New +$567K 0.08% 132
2021
Q1 		– Sell
-4,173
Closed -$619K – 253
2020
Q4 		$619K Buy
4,173
+1,172
+39% +$167K 0.11% 102
2020
Q3 		$407K Sell
3,001
-133
-4% -$16.7K 0.08% 140
2020
Q2 		$363K Sell
3,134
-362
-10% -$39.7K 0.08% 141
2020
Q1 		$378K Buy
3,496
+234
+7% +$29.9K 0.1% 114
2019
Q4 		$470K Sell
3,262
-31
-0.9% -$4.44K 0.11% 128
2019
Q3 		$498K Buy
3,293
+739
+29% +$104K 0.12% 114
2019
Q2 		$351K Buy
+2,554
New +$326K 0.09% 147

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return