CWM
MLM icon

Curi Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-40
Closed -$12K – 499
2022
Q2 		$12K Hold
40
– – ﹤0.01% 360
2022
Q1 		$15K Hold
40
– – ﹤0.01% 312
2021
Q4 		$17K Buy
+40
New +$16.2K ﹤0.01% 263

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Curi Wealth Management's MLM Position: Q3 2022 in Review

Curi Wealth Management sold out of Martin Marietta Materials (MLM) in Q3 2022, closing a stake of 40 shares — an estimated $12K sold.

Curi Wealth Management first reported a position in MLM in Q4 2021 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 735 funds tracked by Wall St. Rank hold MLM as of Q3 2022.

  • Curi Wealth Management reported no remaining Martin Marietta Materials position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 40 Martin Marietta Materials shares in Q3 2022, an estimated $12K.
  • Curi Wealth Management first reported a position in Martin Marietta Materials in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Martin Marietta Materials position peaked at $17K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.