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FormulaFolio Investments’s Martin Marietta Materials MLM Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-938
Closed -$266K – 671
2020
Q4 		$266K Buy
+938
New +$250K 0.01% 553
2018
Q3 		– Sell
-1,320
Closed -$295K – 325
2018
Q2 		$295K Buy
+1,320
New +$282K 0.01% 251

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FormulaFolio Investments's MLM Position: Q1 2021 in Review

FormulaFolio Investments sold out of Martin Marietta Materials (MLM) in Q1 2021, closing a stake of 938 shares — an estimated $266K sold.

FormulaFolio Investments first reported a position in MLM in Q2 2018 and held it in 2 quarters. The position peaked at $295K in Q2 2018. 689 funds tracked by Wall St. Rank hold MLM as of Q1 2021.

  • FormulaFolio Investments reported no remaining Martin Marietta Materials position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 938 Martin Marietta Materials shares in Q1 2021, an estimated $266K.
  • FormulaFolio Investments first reported a position in Martin Marietta Materials in Q2 2018 and held it in 2 quarters.
  • FormulaFolio Investments's Martin Marietta Materials position peaked at $295K in Q2 2018.
  • 689 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.