AWM
MRTN icon

AE Wealth Management’s Marten Transport MRTN Stock Holding History

AE Wealth Management’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25,518
Closed -$489K – 1880
2022
Q3 		$489K Sell
25,518
-6,254
-20% -$125K ﹤0.01% 1276
2022
Q2 		$534K Buy
+31,772
New +$547K ﹤0.01% 1165
2022
Q1 		– Sell
-10,514
Closed -$180K – 1766
2021
Q4 		$180K Sell
10,514
-538
-5% -$8.9K ﹤0.01% 1609
2021
Q3 		$173K Buy
11,052
+40
+0.4% +$627 ﹤0.01% 1537
2021
Q2 		$182K Buy
+11,012
New +$188K ﹤0.01% 1508
2021
Q1 		– Sell
-10,404
Closed -$179K – 1540
2020
Q4 		$179K Sell
10,404
-3,715
-26% -$63.7K ﹤0.01% 1285
2020
Q3 		$230K Buy
14,119
+175
+1% +$3.09K ﹤0.01% 1136
2020
Q2 		$234K Sell
13,944
-7,956
-36% -$125K ﹤0.01% 1111
2020
Q1 		$300K Buy
21,900
+4,027
+23% +$55.5K 0.01% 874
2019
Q4 		$256K Sell
17,873
-7,806
-30% -$111K 0.01% 968
2019
Q3 		$356K Sell
25,679
-11,508
-31% -$151K 0.01% 718
2019
Q2 		$450K Buy
37,187
+16,260
+78% +$203K 0.01% 617
2019
Q1 		$249K Buy
+20,927
New +$256K 0.02% 525

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's MRTN Position: Q4 2022 in Review

AE Wealth Management sold out of Marten Transport (MRTN) in Q4 2022, closing a stake of 25,518 shares — an estimated $489K sold.

AE Wealth Management first reported a position in MRTN in Q1 2019 and held it in 13 quarters. The position peaked at $534K in Q2 2022. 209 funds tracked by Wall St. Rank hold MRTN as of Q4 2022.

  • AE Wealth Management reported no remaining Marten Transport position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 25,518 Marten Transport shares in Q4 2022, an estimated $489K.
  • AE Wealth Management first reported a position in Marten Transport in Q1 2019 and held it in 13 quarters.
  • AE Wealth Management's Marten Transport position peaked at $534K in Q2 2022.
  • 209 funds tracked by Wall St. Rank held Marten Transport as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.