DWM
MLM icon

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

Destination 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
2019
Q3 		– Sell
-111
Closed -$26K – 359
2019
Q2 		$26K Buy
111
+99
+825% +$21.4K ﹤0.01% 359
2019
Q1 		$2K Buy
+12
New +$2.24K ﹤0.01% 597

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Destination Wealth Management's MLM Position: Q3 2019 in Review

Destination Wealth Management sold out of Martin Marietta Materials (MLM) in Q3 2019, closing a stake of 111 shares — an estimated $26K sold.

Destination Wealth Management first reported a position in MLM in Q1 2019 and held it in 2 quarters. The position peaked at $26K in Q2 2019. 602 funds tracked by Wall St. Rank hold MLM as of Q3 2019.

  • Destination Wealth Management reported no remaining Martin Marietta Materials position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 111 Martin Marietta Materials shares in Q3 2019, an estimated $26K.
  • Destination Wealth Management first reported a position in Martin Marietta Materials in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's Martin Marietta Materials position peaked at $26K in Q2 2019.
  • 602 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.