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Financial Partners Group (Tennessee)’s Martin Marietta Materials MLM Stock Holding History

Financial Partners Group (Tennessee)’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
2023
Q2 		– Sell
-4,403
Closed -$1.56M – 80
2023
Q1 		$1.56M Sell
4,403
-56
-1% -$19.6K 0.82% 31
2022
Q4 		$1.51M Buy
+4,459
New +$1.52M 0.89% 29

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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Partners Group (Tennessee)'s MLM Position: Q2 2023 in Review

Financial Partners Group (Tennessee) sold out of Martin Marietta Materials (MLM) in Q2 2023, closing a stake of 4,403 shares — an estimated $1.56M sold.

Financial Partners Group (Tennessee) first reported a position in MLM in Q4 2022 and held it in 2 quarters. The position peaked at $1.56M in Q1 2023. 803 funds tracked by Wall St. Rank hold MLM as of Q2 2023.

  • Financial Partners Group (Tennessee) reported no remaining Martin Marietta Materials position as of Q2 2023 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 4,403 Martin Marietta Materials shares in Q2 2023, an estimated $1.56M.
  • Financial Partners Group (Tennessee) first reported a position in Martin Marietta Materials in Q4 2022 and held it in 2 quarters.
  • Financial Partners Group (Tennessee)'s Martin Marietta Materials position peaked at $1.56M in Q1 2023.
  • 803 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2023.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2023, filed 10 Aug 2023.