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Baystate Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Baystate 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
2023
Q4 		$3.5K Buy
+7
New +$3.15K ﹤0.01% 958
2020
Q1 		– Sell
-5
Closed -$1K – 652
2019
Q4 		$1K Buy
+5
New +$1.33K ﹤0.01% 581
2018
Q1 		– Sell
-26
Closed -$6K – 702
2017
Q4 		$6K Hold
26
– – ﹤0.01% 415
2017
Q3 		$5K Buy
+26
New +$5.5K ﹤0.01% 414

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Baystate Wealth Management's MLM Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Martin Marietta Materials (MLM) in Q4 2023: 7 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in MLM as recently as Q4 2019.

Baystate Wealth Management first reported a position in MLM in Q3 2017 and has held it in 4 quarters since. The position peaked at $6K in Q4 2017. 887 funds tracked by Wall St. Rank hold MLM as of Q4 2023.

  • Baystate Wealth Management held 7 shares of Martin Marietta Materials worth $3.5K as of Q4 2023.
  • Martin Marietta Materials was a new Baystate Wealth Management position in Q4 2023.
  • Martin Marietta Materials made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #958 holding.
  • Baystate Wealth Management first reported a position in Martin Marietta Materials in Q3 2017 and has held it in 4 quarters since.
  • Baystate Wealth Management's Martin Marietta Materials position peaked at $6K in Q4 2017.
  • 887 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.