Form 13-F position report

UNITED STS LIME & MINERALS

Reported by GEODE CAPITAL MANAGEMENT LLC

USLM CUSIP 911922102 Manager CIK 0001214717

Reported 40,057 shares, down 42 (0.1%) from the prior quarter.

Reported value -9.1%; share count -0.1% vs. the prior quarter.

Reduced
% of reported 13F value < 0.01% This manager · Q2 2022
Shares 40,057 Quarter-end amount reported
Reported value $4,230,000 Fair value at quarter end
Consecutive quarters held 37 Through Q2 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 4732000
2021-12-31 5100000
2022-03-31 4653000
2022-06-30 4230000
2022-09-30 4114000
2022-12-31 5679000
2023-03-31 6394504
2023-06-30 8758339
2023-09-30 8888898
2023-12-31 10579716
2024-03-31 14096980
2024-06-30 21466202
2024-09-30 30088711
2024-12-31 41758683
2025-03-31 28688091
2025-06-30 33304199
2025-09-30 45041036
2025-12-31 40926978
2026-03-31 46253362
2026-06-30 40056237

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for UNITED STS LIME & MINERALS held by GEODE CAPITAL MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 382,636 +28,553 (8.1%) < 0.01% $40,056,237 2026-08-12
Q1 2026 Added 354,083 +12,331 (3.6%) < 0.01% $46,253,362 2026-05-15
Q4 2025 Reduced 341,752 -598 (-0.2%) < 0.01% $40,926,978 2026-02-09
Q3 2025 Added 342,350 +8,673 (2.6%) < 0.01% $45,041,036 2025-11-12
Q2 2025 Added 333,677 +9,136 (2.8%) < 0.01% $33,304,199 2025-08-08
Q1 2025 Added 324,541 +10,010 (3.2%) < 0.01% $28,688,091 2025-05-13
Q4 2024 Added 314,531 +6,482 (2.1%) < 0.01% $41,758,683 2025-02-12
Q3 2024 Added 308,049* +13,379 (4.5%) < 0.01% $30,088,711 2024-11-12
Q2 2024 Added 58,934 +11,658 (24.7%) < 0.01% $21,466,202 2024-08-09
Q1 2024 Added 47,276 +1,352 (2.9%) < 0.01% $14,096,980 2024-05-13
Q4 2023 Added 45,924 +1,706 (3.9%) < 0.01% $10,579,716 2024-02-13
Q3 2023 Added 44,218 +2,290 (5.5%) < 0.01% $8,888,898 2023-11-13
Q2 2023 Added 41,928 +49 (0.1%) < 0.01% $8,758,339 2023-08-11
Q1 2023 Added 41,879 +1,533 (3.8%) < 0.01% $6,394,504 2023-05-15
Q4 2022 Added 40,346 +83 (0.2%) < 0.01% $5,679,000 2023-02-13
Q3 2022 Added 40,263 +206 (0.5%) < 0.01% $4,114,000 2022-11-14
Q2 2022 Reduced 40,057 -42 (-0.1%) < 0.01% $4,230,000 2022-08-12
Q1 2022 Added 40,099 +563 (1.4%) < 0.01% $4,653,000 2022-05-13
Q4 2021 Added 39,536 +357 (0.9%) < 0.01% $5,100,000 2022-02-11
Q3 2021 Added 39,179 +1,654 (4.4%) < 0.01% $4,732,000 2021-11-12
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

67 managers reported UNITED STS LIME & MINERALS for Q2 2022.

Managers reporting UNITED STS LIME & MINERALS in Q2 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Thrivent Financial for Lutherans Added 320,975 +5,982 0.09% $33,895,000 17 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 237,000 -1 < 0.01% $25,027,000 37 qtrs
RENAISSANCE TECHNOLOGIES LLC Reduced 192,218 -2,100 0.02% $20,298,000 37 qtrs
BlackRock Inc Reduced 162,288 -897 < 0.01% $17,136,000 26 qtrs
ROYCE & ASSOCIATES LP Added 152,700 +13,930 0.17% $16,125,000 9 qtrs
VANGUARD GROUP INC Added 90,878 +2,087 < 0.01% $9,597,000 37 qtrs
STATE STREET CORPORATION Reduced 40,077 -1,481 < 0.01% $4,232,000 37 qtrs
GEODE CAPITAL MANAGEMENT LLC This report Reduced 40,057 -42 < 0.01% $4,230,000 37 qtrs
Minerva Advisors LLC Unchanged 39,461 0 3.0% $4,157,000 37 qtrs
North Star Investment Management Corp Unchanged 23,675 0 0.23% $2,500,000 37 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2022
Filed
August 12, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
40,057
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.