CSat Investment Advisory’s Martin Marietta Materials MLM Stock Holding History

CSat Investment Advisory’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 Q1	$38K	Sell	114 -17	-13%	-$5.43K	0.03%	261
2020 Q4	$37K	Sell	131 -352	-73%	-$93.7K	0.03%	217
2020 Q3	$113K	Buy	483 +2	+0.4%	+$433	0.01%	413
2020 Q2	$99K	Buy	481 +125	+35%	+$24K	0.01%	474
2020 Q1	$67K	Buy	356 +126	+55%	+$30.1K	0.01%	449
2019 Q4	$64K	Buy	230 +49	+27%	+$13.1K	0.02%	534
2019 Q3	$50K	Sell	181 -6	-3%	-$1.48K	0.02%	548
2019 Q2	$43K	Buy	187 +67	+56%	+$14.5K	0.02%	602
2019 Q1	$24K	Sell	120 -12	-9%	-$2.24K	0.01%	275
2018 Q4	$23K	Buy	132 +47	+55%	+$8.35K	0.01%	240
2018 Q3	$15K	Buy	85 +33	+63%	+$6.81K	0.01%	282
2018 Q2	$12K	Buy	+52	New	+$11.1K	0.01%	307

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CSat Investment Advisory's MLM Position: Q1 2021 in Review

CSat Investment Advisory reduced its Martin Marietta Materials (MLM) stake by 13% in Q1 2021, selling an estimated $5.43K and leaving 114 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #261.

CSat Investment Advisory first reported a position in MLM in Q2 2018 and has held it in 12 quarters since. The position peaked at $113K in Q3 2020. 690 funds tracked by Wall St. Rank hold MLM as of Q1 2021.

CSat Investment Advisory held 114 shares of Martin Marietta Materials worth $38K as of Q1 2021.
CSat Investment Advisory sold 17 Martin Marietta Materials shares in Q1 2021, an estimated $5.43K.
Martin Marietta Materials made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #261 holding.
CSat Investment Advisory first reported a position in Martin Marietta Materials in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Martin Marietta Materials position peaked at $113K in Q3 2020.
690 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.