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Evoke Wealth’s Martin Marietta Materials MLM Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-16
Closed -$5K – 832
2022
Q3 		$5K Sell
16
-1
-6% -$339 ﹤0.01% 883
2022
Q2 		$5K Sell
17
-4
-19% -$1.36K ﹤0.01% 892
2022
Q1 		$8K Buy
21
+7
+50% +$2.71K ﹤0.01% 810
2021
Q4 		$6K Hold
14
– – ﹤0.01% 872
2021
Q3 		$4K Hold
14
– – ﹤0.01% 893
2021
Q2 		$5K Hold
14
– – ﹤0.01% 881
2021
Q1 		$5K Hold
14
– – ﹤0.01% 854
2020
Q4 		$4K Hold
14
– – ﹤0.01% 770
2020
Q3 		$3K Hold
14
– – ﹤0.01% 783
2020
Q2 		$3K Sell
14
-3
-18% -$577 ﹤0.01% 800
2020
Q1 		$3.22K Sell
17
-167
-91% -$39.9K ﹤0.01% 714
2019
Q4 		$51.5K Buy
184
+167
+982% +$44.5K 0.01% 403
2019
Q3 		$4.66K Buy
+17
New +$4.2K ﹤0.01% 1019

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's MLM Position: Q4 2022 in Review

Evoke Wealth sold out of Martin Marietta Materials (MLM) in Q4 2022, closing a stake of 16 shares — an estimated $5K sold.

Evoke Wealth first reported a position in MLM in Q3 2019 and held it in 13 quarters. The position peaked at $51.5K in Q4 2019. 767 funds tracked by Wall St. Rank hold MLM as of Q4 2022.

  • Evoke Wealth reported no remaining Martin Marietta Materials position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 16 Martin Marietta Materials shares in Q4 2022, an estimated $5K.
  • Evoke Wealth first reported a position in Martin Marietta Materials in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Martin Marietta Materials position peaked at $51.5K in Q4 2019.
  • 767 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.