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YorkBridge Wealth Partners’s Vulcan Materials VMC Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$979K Buy
5,591
+38
+0.7% +$6.5K 0.25% 88
2022
Q3 		$876K Buy
5,553
+358
+7% +$58.1K 0.23% 89
2022
Q2 		$738K Buy
5,195
+735
+16% +$121K 0.19% 97
2022
Q1 		$819K Buy
4,460
+571
+15% +$107K 0.18% 99
2021
Q4 		$807K Sell
3,889
-125
-3% -$24.2K 0.18% 96
2021
Q3 		$679K Buy
4,014
+747
+23% +$134K 0.17% 107
2021
Q2 		$569K Buy
3,267
+341
+12% +$61K 0.15% 116
2021
Q1 		$494K Buy
2,926
+791
+37% +$128K 0.15% 119
2020
Q4 		$317K Buy
2,135
+82
+4% +$11.7K 0.11% 143
2020
Q3 		$278K Buy
2,053
+26
+1% +$3.27K 0.12% 145
2020
Q2 		$235K Sell
2,027
-17
-0.8% -$1.86K 0.11% 153
2020
Q1 		$221K Buy
2,044
+318
+18% +$40.6K 0.14% 143
2019
Q4 		$249K Buy
1,726
+145
+9% +$20.8K 0.11% 160
2019
Q3 		$239K Buy
1,581
+55
+4% +$7.76K 0.12% 156
2019
Q2 		$210K Buy
1,526
+33
+2% +$4.21K 0.09% 168
2019
Q1 		$177K Sell
1,493
-5
-0.3% -$540 0.08% 176
2018
Q4 		$148K Buy
+1,498
New +$152K 0.08% 181

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's VMC Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vulcan Materials (VMC) stake by 0.68% in Q4 2022, buying an estimated $6.5K and bringing the position to 5,591 shares worth $979K. The position accounts for 0.25% of the portfolio, ranked #88.

YorkBridge Wealth Partners first reported a position in VMC in Q4 2018 and has held it in 17 quarters since. 718 funds tracked by Wall St. Rank hold VMC as of Q4 2022.

  • YorkBridge Wealth Partners held 5,591 shares of Vulcan Materials worth $979K as of Q4 2022.
  • YorkBridge Wealth Partners bought 38 Vulcan Materials shares in Q4 2022, an estimated $6.5K.
  • Vulcan Materials made up 0.25% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #88 holding.
  • YorkBridge Wealth Partners first reported a position in Vulcan Materials in Q4 2018 and has held it in 17 quarters since.
  • 718 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.