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 New York $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return