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First Personal Financial Services’s Martin Marietta Materials MLM Stock Holding History

First Personal Financial Services’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
2024
Q3 		$32.8K Buy
+61
New +$33K 0.01% 227
2024
Q1 		– Sell
-38
Closed -$19K – 395
2023
Q4 		$19K Sell
38
-2
-5% -$902 ﹤0.01% 266
2023
Q3 		$16.4K Sell
40
-3
-7% -$1.33K ﹤0.01% 279
2023
Q2 		$19.9K Hold
43
– – ﹤0.01% 270
2023
Q1 		$15.3K Sell
43
-20
-32% -$7.02K ﹤0.01% 302
2022
Q4 		$21.3K Sell
63
-29
-32% -$9.89K 0.01% 282
2022
Q3 		$30K Buy
+92
New +$31.1K 0.01% 254
2020
Q4 		– Sell
-20
Closed -$5K – 319
2020
Q3 		$5K Hold
20
– – ﹤0.01% 273
2020
Q2 		$4K Hold
20
– – ﹤0.01% 282
2020
Q1 		$4K Sell
20
-3
-13% -$717 ﹤0.01% 271
2019
Q4 		$6K Sell
23
-201
-90% -$53.6K ﹤0.01% 302
2019
Q3 		$61K Sell
224
-50
-18% -$12.4K 0.02% 221
2019
Q2 		$63K Buy
274
+3
+1% +$650 0.02% 252
2019
Q1 		$55K Hold
271
– – 0.02% 264
2018
Q4 		$47K Buy
271
+63
+30% +$11.2K 0.02% 266
2018
Q3 		$38K Buy
208
+31
+18% +$6.4K 0.01% 323
2018
Q2 		$40K Sell
177
-202
-53% -$43.1K 0.01% 301
2018
Q1 		$78K Sell
379
-136
-26% -$29.5K 0.02% 346
2017
Q4 		$114K Sell
515
-69
-12% -$14.4K 0.02% 322
2017
Q3 		$120K Buy
584
+71
+14% +$15K 0.03% 287
2017
Q2 		$114K Hold
513
– – 0.03% 292
2017
Q1 		$112K Buy
513
+22
+4% +$4.85K 0.03% 270
2016
Q4 		$109K Buy
491
+357
+266% +$73.4K 0.03% 269
2016
Q3 		$24K Sell
134
-75
-36% -$14.3K 0.01% 398
2016
Q2 		$40K Buy
209
+109
+109% +$19.5K 0.01% 309
2016
Q1 		$16K Hold
100
– – 0.01% 242
2015
Q4 		$14K Sell
100
-11
-10% -$1.67K 0.01% 268
2015
Q3 		$17K Hold
111
– – 0.01% 246
2015
Q2 		$16K Hold
111
– – 0.01% 244
2015
Q1 		$16K Hold
111
– – 0.01% 241
2014
Q4 		$12K Buy
+111
New +$13.1K 0.01% 247

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Personal Financial Services's MLM Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Martin Marietta Materials (MLM) in Q3 2024: 61 shares worth $32.8K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in MLM as recently as Q4 2023.

First Personal Financial Services first reported a position in MLM in Q4 2014 and has held it in 31 quarters since. The position peaked at $120K in Q3 2017. 943 funds tracked by Wall St. Rank hold MLM as of Q3 2024.

  • First Personal Financial Services held 61 shares of Martin Marietta Materials worth $32.8K as of Q3 2024.
  • Martin Marietta Materials was a new First Personal Financial Services position in Q3 2024.
  • Martin Marietta Materials made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #227 holding.
  • First Personal Financial Services first reported a position in Martin Marietta Materials in Q4 2014 and has held it in 31 quarters since.
  • First Personal Financial Services's Martin Marietta Materials position peaked at $120K in Q3 2017.
  • 943 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.