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Caerus Investment Advisors’s Martin Marietta Materials MLM Stock Holding History

Caerus Investment 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
2022
Q1 		– Sell
-500
Closed -$220K – 72
2021
Q4 		$220K Buy
+500
New +$203K 0.24% 62

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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Caerus Investment Advisors's MLM Position: Q1 2022 in Review

Caerus Investment Advisors sold out of Martin Marietta Materials (MLM) in Q1 2022, closing a stake of 500 shares — an estimated $220K sold.

Caerus Investment Advisors first reported a position in MLM in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 763 funds tracked by Wall St. Rank hold MLM as of Q1 2022.

  • Caerus Investment Advisors reported no remaining Martin Marietta Materials position as of Q1 2022 after selling out during the quarter.
  • Caerus Investment Advisors sold 500 Martin Marietta Materials shares in Q1 2022, an estimated $220K.
  • Caerus Investment Advisors first reported a position in Martin Marietta Materials in Q4 2021 and held it in 1 quarter.
  • Caerus Investment Advisors's Martin Marietta Materials position peaked at $220K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2022.

Based on Caerus Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.