First Trust Direct Indexing’s Martin Marietta Materials MLM Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-1,769	Closed	-$952K	–	562
2024 Q3	$952K	Buy	1,769 +110	+7%	+$59.5K	0.05%	362
2024 Q2	$899K	Buy	1,659 +317	+24%	+$184K	0.06%	332
2024 Q1	$824K	Buy	1,342 +249	+23%	+$136K	0.06%	338
2023 Q4	$545K	Buy	1,093 +194	+22%	+$87.4K	0.05%	422
2023 Q3	$369K	Buy	899 +105	+13%	+$46.4K	0.04%	465
2023 Q2	$367K	Buy	794 +148	+23%	+$58.4K	0.04%	485
2023 Q1	$229K	Buy	+646	New	+$227K	0.03%	621
2022 Q2	–	Sell	-566	Closed	-$218K	–	675
2022 Q1	$218K	Sell	566 -42	-7%	-$16.3K	0.03%	606
2021 Q4	$268K	Buy	+608	New	+$246K	0.03%	523

Other funds holding MLM

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Direct Indexing's MLM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Martin Marietta Materials (MLM) in Q4 2024, closing a stake of 1,769 shares — an estimated $952K sold.

First Trust Direct Indexing first reported a position in MLM in Q4 2021 and held it in 9 quarters. The position peaked at $952K in Q3 2024. 993 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

First Trust Direct Indexing reported no remaining Martin Marietta Materials position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 1,769 Martin Marietta Materials shares in Q4 2024, an estimated $952K.
First Trust Direct Indexing first reported a position in Martin Marietta Materials in Q4 2021 and held it in 9 quarters.
First Trust Direct Indexing's Martin Marietta Materials position peaked at $952K in Q3 2024.
993 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.