BDO Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

BDO Wealth Advisors’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 Q2	$16.2K	Buy	35 +10	+40%	+$3.94K	﹤0.01%	615
2023 Q1	$8.88K	Hold	25	–	–	﹤0.01%	721
2022 Q4	$8.45K	Sell	25 -35	-58%	-$11.9K	﹤0.01%	708
2022 Q3	$19K	Buy	60 +35	+140%	+$11.8K	﹤0.01%	586
2022 Q2	$7K	Hold	25	–	–	﹤0.01%	739
2022 Q1	$10K	Hold	25	–	–	﹤0.01%	734
2021 Q4	$11K	Hold	25	–	–	﹤0.01%	720
2021 Q3	$9K	Hold	25	–	–	﹤0.01%	747
2021 Q2	$9K	Hold	25	–	–	﹤0.01%	768
2021 Q1	$8K	Buy	+25	New	+$7.99K	﹤0.01%	776
2018 Q1	–	Sell	-400	Closed	-$88K	–	595
2017 Q4	$88K	Buy	+400	New	+$83.8K	0.04%	158

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

BDO Wealth Advisors's MLM Position: Q2 2023 in Review

BDO Wealth Advisors increased its Martin Marietta Materials (MLM) stake by 40% in Q2 2023, buying an estimated $3.94K and bringing the position to 35 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

BDO Wealth Advisors first reported a position in MLM in Q4 2017 and has held it in 11 quarters since. The position peaked at $88K in Q4 2017. 802 funds tracked by Wall St. Rank hold MLM as of Q2 2023.

BDO Wealth Advisors held 35 shares of Martin Marietta Materials worth $16.2K as of Q2 2023.
BDO Wealth Advisors bought 10 Martin Marietta Materials shares in Q2 2023, an estimated $3.94K.
Martin Marietta Materials made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #615 holding.
BDO Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2017 and has held it in 11 quarters since.
BDO Wealth Advisors's Martin Marietta Materials position peaked at $88K in Q4 2017.
802 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.