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Glassman Wealth Services’s Marten Transport MRTN Stock Holding History

Glassman Wealth Services’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-37
Closed -$776 – 1185
2023
Q4 		$776 Hold
37
– – ﹤0.01% 1610
2023
Q3 		$729 Hold
37
– – ﹤0.01% 1651
2023
Q2 		$796 Hold
37
– – ﹤0.01% 1509
2023
Q1 		$775 Hold
37
– – ﹤0.01% 1513
2022
Q4 		$732 Buy
+37
New +$738 ﹤0.01% 1515
2021
Q4 		– Sell
-153
Closed -$2K – 1803
2021
Q3 		$2K Hold
153
– – ﹤0.01% 1190
2021
Q2 		$3K Hold
153
– – ﹤0.01% 1068
2021
Q1 		$3K Hold
153
– – ﹤0.01% 1008
2020
Q4 		$3K Hold
153
– – ﹤0.01% 987
2020
Q3 		$2K Buy
+153
New +$2.71K ﹤0.01% 1018

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Glassman Wealth Services's MRTN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Marten Transport (MRTN) in Q1 2024, closing a stake of 37 shares — an estimated $776 sold.

Glassman Wealth Services first reported a position in MRTN in Q3 2020 and held it in 10 quarters. The position peaked at $3K in Q2 2021. 201 funds tracked by Wall St. Rank hold MRTN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Marten Transport position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 37 Marten Transport shares in Q1 2024, an estimated $776.
  • Glassman Wealth Services first reported a position in Marten Transport in Q3 2020 and held it in 10 quarters.
  • Glassman Wealth Services's Marten Transport position peaked at $3K in Q2 2021.
  • 201 funds tracked by Wall St. Rank held Marten Transport as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.