Genovese Burford & Brothers Wealth & Retirement Plan Management’s Martin Marietta Materials MLM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018 Q3	–	Sell	-21	Closed	-$5K	–	252
2018 Q2	$5K	Hold	21	–	–	﹤0.01%	354
2018 Q1	$4K	Buy	+21	New	+$4.55K	﹤0.01%	379

Other funds holding MLM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's MLM Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Martin Marietta Materials (MLM) in Q3 2018, closing a stake of 21 shares — an estimated $5K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MLM in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 537 funds tracked by Wall St. Rank hold MLM as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Martin Marietta Materials position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 21 Martin Marietta Materials shares in Q3 2018, an estimated $5K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Martin Marietta Materials in Q1 2018 and held it in 2 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Martin Marietta Materials position peaked at $5K in Q2 2018.
537 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.