HF
MLM icon

Halpern Financial’s Martin Marietta Materials MLM Stock Holding History

Halpern Financial’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
2023
Q4 		– Sell
-83
Closed -$34.1K – 262
2023
Q3 		$34.1K Buy
83
+67
+419% +$29.6K 0.01% 99
2023
Q2 		$7.39K Buy
+16
New +$6.31K ﹤0.01% 184

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Halpern Financial's MLM Position: Q4 2023 in Review

Halpern Financial sold out of Martin Marietta Materials (MLM) in Q4 2023, closing a stake of 83 shares — an estimated $34.1K sold.

Halpern Financial first reported a position in MLM in Q2 2023 and held it in 2 quarters. The position peaked at $34.1K in Q3 2023. 887 funds tracked by Wall St. Rank hold MLM as of Q4 2023.

  • Halpern Financial reported no remaining Martin Marietta Materials position as of Q4 2023 after selling out during the quarter.
  • Halpern Financial sold 83 Martin Marietta Materials shares in Q4 2023, an estimated $34.1K.
  • Halpern Financial first reported a position in Martin Marietta Materials in Q2 2023 and held it in 2 quarters.
  • Halpern Financial's Martin Marietta Materials position peaked at $34.1K in Q3 2023.
  • 887 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2023.

Based on Halpern Financial's 13F filing for Q4 2023, filed 19 Jan 2024.