BWM
MRTN icon

BerganKDV Wealth Management’s Marten Transport MRTN Stock Holding History

BerganKDV 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
2023
Q1 		– Sell
-280
Closed -$5.54K – 1099
2022
Q4 		$5.54K Buy
+280
New +$5.59K ﹤0.01% 658

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BerganKDV Wealth Management's MRTN Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Marten Transport (MRTN) in Q1 2023, closing a stake of 280 shares — an estimated $5.54K sold.

BerganKDV Wealth Management first reported a position in MRTN in Q4 2022 and held it in 1 quarter. The position peaked at $5.54K in Q4 2022. 204 funds tracked by Wall St. Rank hold MRTN as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Marten Transport position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 280 Marten Transport shares in Q1 2023, an estimated $5.54K.
  • BerganKDV Wealth Management first reported a position in Marten Transport in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Marten Transport position peaked at $5.54K in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Marten Transport as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.