AWM
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AllSquare Wealth Management’s Martin Marietta Materials MLM Stock Holding History

AllSquare Wealth Management’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
2021
Q3 		– Sell
-100
Closed -$36.4K – 499
2021
Q2 		$35K Buy
100
+50
+100% +$17.8K 0.02% 273
2021
Q1 		$17K Buy
+50
New +$16K 0.01% 328

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Baillie Gifford & Co
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllSquare Wealth Management's MLM Position: Q3 2021 in Review

AllSquare Wealth Management sold out of Martin Marietta Materials (MLM) in Q3 2021, closing a stake of 100 shares — an estimated $36.4K sold.

AllSquare Wealth Management first reported a position in MLM in Q1 2021 and held it in 2 quarters. The position peaked at $35K in Q2 2021. 697 funds tracked by Wall St. Rank hold MLM as of Q3 2021.

  • AllSquare Wealth Management reported no remaining Martin Marietta Materials position as of Q3 2021 after selling out during the quarter.
  • AllSquare Wealth Management sold 100 Martin Marietta Materials shares in Q3 2021, an estimated $36.4K.
  • AllSquare Wealth Management first reported a position in Martin Marietta Materials in Q1 2021 and held it in 2 quarters.
  • AllSquare Wealth Management's Martin Marietta Materials position peaked at $35K in Q2 2021.
  • 697 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2021.

Based on AllSquare Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.