Diversified Trust’s Marten Transport MRTN Stock Holding History

Diversified Trust’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
2023 Q4	–	Sell	-10,860	Closed	-$214K	–	918
2023 Q3	$214K	Sell	10,860 -2,358	-18%	-$49.9K	0.01%	728
2023 Q2	$284K	Hold	13,218	–	–	0.01%	653
2023 Q1	$277K	Buy	13,218 +921	+7%	+$19.6K	0.01%	652
2022 Q4	$243K	Hold	12,297	–	–	0.01%	664
2022 Q3	$236K	Hold	12,297	–	–	0.01%	636
2022 Q2	$207K	Hold	12,297	–	–	0.01%	677
2022 Q1	$218K	Hold	12,297	–	–	0.01%	728
2021 Q4	$211K	Hold	12,297	–	–	0.01%	757
2021 Q3	$193K	Sell	12,297 -14,551	-54%	-$228K	0.01%	731
2021 Q2	$443K	Sell	26,848 -363	-1%	-$6.19K	0.02%	437
2021 Q1	$462K	Buy	27,211 +7,540	+38%	+$127K	0.02%	401
2020 Q4	$339K	Buy	19,671 +2,325	+13%	+$39.9K	0.01%	468
2020 Q3	$283K	Buy	17,346 +3,783	+28%	+$66.9K	0.01%	465
2020 Q2	$227K	Buy	+13,563	New	+$213K	0.01%	472

Other funds holding MRTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Diversified Trust's MRTN Position: Q4 2023 in Review

Diversified Trust sold out of Marten Transport (MRTN) in Q4 2023, closing a stake of 10,860 shares — an estimated $214K sold.

Diversified Trust first reported a position in MRTN in Q2 2020 and held it in 14 quarters. The position peaked at $462K in Q1 2021. 189 funds tracked by Wall St. Rank hold MRTN as of Q4 2023.

Diversified Trust reported no remaining Marten Transport position as of Q4 2023 after selling out during the quarter.
Diversified Trust sold 10,860 Marten Transport shares in Q4 2023, an estimated $214K.
Diversified Trust first reported a position in Marten Transport in Q2 2020 and held it in 14 quarters.
Diversified Trust's Marten Transport position peaked at $462K in Q1 2021.
189 funds tracked by Wall St. Rank held Marten Transport as of Q4 2023.

Based on Diversified Trust's 13F filing for Q4 2023, filed 8 Jan 2024.