Yorktown Management & Research Company’s Vulcan Materials VMC Stock Holding History

Yorktown Management & Research Company’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	-3,200	Closed	-$721K	–	235
2023 Q2	$721K	Hold	3,200	–	–	0.78%	22
2023 Q1	$549K	Hold	3,200	–	–	0.59%	49
2022 Q4	$560K	Hold	3,200	–	–	0.69%	37
2022 Q3	$505K	Hold	3,200	–	–	0.65%	46
2022 Q2	$455K	Hold	3,200	–	–	0.59%	62
2022 Q1	$588K	Hold	3,200	–	–	0.5%	67
2021 Q4	$664K	Hold	3,200	–	–	0.45%	66
2021 Q3	$541K	Hold	3,200	–	–	0.41%	84
2021 Q2	$557K	Hold	3,200	–	–	0.44%	71
2021 Q1	$540K	Hold	3,200	–	–	0.45%	64
2020 Q4	$475K	Hold	3,200	–	–	0.43%	84
2020 Q3	$434K	Buy	+3,200	New	+$402K	0.41%	76

Other funds holding VMC

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Yorktown Management & Research Company's VMC Position: Q3 2023 in Review

Yorktown Management & Research Company sold out of Vulcan Materials (VMC) in Q3 2023, closing a stake of 3,200 shares — an estimated $721K sold.

Yorktown Management & Research Company first reported a position in VMC in Q3 2020 and held it in 12 quarters. The position peaked at $721K in Q2 2023. 764 funds tracked by Wall St. Rank hold VMC as of Q3 2023.

Yorktown Management & Research Company reported no remaining Vulcan Materials position as of Q3 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 3,200 Vulcan Materials shares in Q3 2023, an estimated $721K.
Yorktown Management & Research Company first reported a position in Vulcan Materials in Q3 2020 and held it in 12 quarters.
Yorktown Management & Research Company's Vulcan Materials position peaked at $721K in Q2 2023.
764 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2023.

Based on Yorktown Management & Research Company's 13F filing for Q3 2023, filed 26 Oct 2023.