Aldebaran Financial’s Martin Marietta Materials MLM Stock Holding History

Aldebaran Financial’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
2019 Q3	–	Sell	-2,850	Closed	-$656K	–	93
2019 Q2	$656K	Sell	2,850 -100	-3%	-$21.7K	0.45%	69
2019 Q1	$593K	Hold	2,950	–	–	0.42%	70
2018 Q4	$507K	Sell	2,950 -1,535	-34%	-$273K	0.39%	73
2018 Q3	$816K	Sell	4,485 -260	-5%	-$53.7K	0.53%	61
2018 Q2	$1.06M	Sell	4,745 -500	-10%	-$107K	0.73%	50
2018 Q1	$1.09M	Buy	+5,245	New	+$1.14M	0.73%	51

Other funds holding MLM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

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

Aldebaran Financial's MLM Position: Q3 2019 in Review

Aldebaran Financial sold out of Martin Marietta Materials (MLM) in Q3 2019, closing a stake of 2,850 shares — an estimated $656K sold.

Aldebaran Financial first reported a position in MLM in Q1 2018 and held it in 6 quarters. The position peaked at $1.09M in Q1 2018. 601 funds tracked by Wall St. Rank hold MLM as of Q3 2019.

Aldebaran Financial reported no remaining Martin Marietta Materials position as of Q3 2019 after selling out during the quarter.
Aldebaran Financial sold 2,850 Martin Marietta Materials shares in Q3 2019, an estimated $656K.
Aldebaran Financial first reported a position in Martin Marietta Materials in Q1 2018 and held it in 6 quarters.
Aldebaran Financial's Martin Marietta Materials position peaked at $1.09M in Q1 2018.
601 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2019.

Based on Aldebaran Financial's 13F filing for Q3 2019, filed 21 Oct 2019.