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180 Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

180 Wealth Advisors’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-733
Closed -$395K – 451
2024
Q3 		$395K Sell
733
-143
-16% -$77.3K 0.06% 273
2024
Q2 		$487K Sell
876
-216
-20% -$126K 0.08% 218
2024
Q1 		$670K Buy
+1,092
New +$596K 0.12% 166
2023
Q3 		– Sell
-1,080
Closed -$493K – 381
2023
Q2 		$493K Buy
+1,080
New +$426K 0.11% 194

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

180 Wealth Advisors's MLM Position: Q4 2024 in Review

180 Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q4 2024, closing a stake of 733 shares — an estimated $395K sold.

180 Wealth Advisors first reported a position in MLM in Q2 2023 and held it in 4 quarters. The position peaked at $670K in Q1 2024. 993 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

  • 180 Wealth Advisors reported no remaining Martin Marietta Materials position as of Q4 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 733 Martin Marietta Materials shares in Q4 2024, an estimated $395K.
  • 180 Wealth Advisors first reported a position in Martin Marietta Materials in Q2 2023 and held it in 4 quarters.
  • 180 Wealth Advisors's Martin Marietta Materials position peaked at $670K in Q1 2024.
  • 993 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.