Evolution Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-12	Closed	-$4K	–	443
2021 Q3	$4K	Hold	12	–	–	﹤0.01%	568
2021 Q2	$4K	Hold	12	–	–	﹤0.01%	560
2021 Q1	$4K	Hold	12	–	–	﹤0.01%	566
2020 Q4	$3K	Hold	12	–	–	﹤0.01%	528
2020 Q3	$3K	Hold	12	–	–	﹤0.01%	508
2020 Q2	$2K	Buy	+12	New	+$2.31K	﹤0.01%	491

Other funds holding MLM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Evolution Wealth Advisors's MLM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q4 2021, closing a stake of 12 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in MLM in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 774 funds tracked by Wall St. Rank hold MLM as of Q4 2021.

Evolution Wealth Advisors reported no remaining Martin Marietta Materials position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 12 Martin Marietta Materials shares in Q4 2021, an estimated $4K.
Evolution Wealth Advisors first reported a position in Martin Marietta Materials in Q2 2020 and held it in 6 quarters.
Evolution Wealth Advisors's Martin Marietta Materials position peaked at $4K in Q3 2021.
774 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.