Berman Capital Advisors’s Martin Marietta Materials MLM Stock Holding History

Berman Capital 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
2021 Q3	$111K	Buy	326 +40	+14%	+$14.6K	0.02%	408
2021 Q2	$100K	Buy	286 +37	+15%	+$13.2K	0.02%	380
2021 Q1	$83K	Sell	249 -39	-14%	-$12.5K	0.02%	348
2020 Q4	$81K	Buy	288 +8	+3%	+$2.13K	0.02%	291
2020 Q3	$65K	Sell	280 -453	-62%	-$98K	0.02%	288
2020 Q2	$150K	Sell	733 -210	-22%	-$40.4K	0.04%	173
2020 Q1	$177K	Buy	943 +233	+33%	+$55.7K	0.06%	137
2019 Q4	$198K	Hold	710	–	–	0.06%	136
2019 Q3	$193K	Hold	710	–	–	0.06%	134
2019 Q2	$162K	Buy	710 +109	+18%	+$23.6K	0.05%	151
2019 Q1	$119K	Buy	601 +34	+6%	+$6.35K	0.04%	171
2018 Q4	$96K	Buy	+567	New	+$101K	0.04%	178

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Berman Capital Advisors's MLM Position: Q3 2021 in Review

Berman Capital Advisors increased its Martin Marietta Materials (MLM) stake by 14% in Q3 2021, buying an estimated $14.6K and bringing the position to 326 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #408.

Berman Capital Advisors first reported a position in MLM in Q4 2018 and has held it in 12 quarters since. The position peaked at $198K in Q4 2019. 698 funds tracked by Wall St. Rank hold MLM as of Q3 2021.

Berman Capital Advisors held 326 shares of Martin Marietta Materials worth $111K as of Q3 2021.
Berman Capital Advisors bought 40 Martin Marietta Materials shares in Q3 2021, an estimated $14.6K.
Martin Marietta Materials made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #408 holding.
Berman Capital Advisors first reported a position in Martin Marietta Materials in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Martin Marietta Materials position peaked at $198K in Q4 2019.
698 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.