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Cassady Schiller Wealth Management’s Marten Transport MRTN Stock Holding History

Cassady Schiller 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
2024
Q4 		$14.6K Buy
933
+92
+11% +$1.53K 0.01% 313
2024
Q3 		$14.9K Buy
+841
New +$14.8K 0.01% 298

Other funds holding MRTN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's MRTN Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Marten Transport (MRTN) stake by 11% in Q4 2024, buying an estimated $1.53K and bringing the position to 933 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #313.

Cassady Schiller Wealth Management first reported a position in MRTN in Q3 2024 and has held it in 2 quarters since. The position peaked at $14.9K in Q3 2024. 195 funds tracked by Wall St. Rank hold MRTN as of Q4 2024.

  • Cassady Schiller Wealth Management held 933 shares of Marten Transport worth $14.6K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 92 Marten Transport shares in Q4 2024, an estimated $1.53K.
  • Marten Transport made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #313 holding.
  • Cassady Schiller Wealth Management first reported a position in Marten Transport in Q3 2024 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Marten Transport position peaked at $14.9K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Marten Transport as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.