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Delap Wealth Advisory’s Martin Marietta Materials MLM Stock Holding History

Delap Wealth 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
2024
Q2 		– Sell
-360
Closed -$221K – 226
2024
Q1 		$221K Buy
+360
New +$196K 0.09% 221

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delap Wealth Advisory's MLM Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Martin Marietta Materials (MLM) in Q2 2024, closing a stake of 360 shares — an estimated $221K sold.

Delap Wealth Advisory first reported a position in MLM in Q1 2024 and held it in 1 quarter. The position peaked at $221K in Q1 2024. 938 funds tracked by Wall St. Rank hold MLM as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Martin Marietta Materials position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 360 Martin Marietta Materials shares in Q2 2024, an estimated $221K.
  • Delap Wealth Advisory first reported a position in Martin Marietta Materials in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Martin Marietta Materials position peaked at $221K in Q1 2024.
  • 938 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.