Harvest Group Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-3	Closed	-$1K	–	437
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	508
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	480
2020 Q2	$0	Sell	3 -2	-40%	-$384	﹤0.01%	707
2020 Q1	$0	Sell	5 -17	-77%	-$4.07K	﹤0.01%	790
2019 Q4	$6K	Sell	22 -2	-8%	-$533	0.01%	326
2019 Q3	$7K	Sell	24 -12	-33%	-$2.97K	0.01%	317
2019 Q2	$8K	Sell	36 -2	-5%	-$433	0.01%	248
2019 Q1	$8K	Buy	+38	New	+$7.09K	0.01%	284

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

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

Harvest Group Wealth Management's MLM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Martin Marietta Materials (MLM) in Q1 2021, closing a stake of 3 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in MLM in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q2 2019. 691 funds tracked by Wall St. Rank hold MLM as of Q1 2021.

Harvest Group Wealth Management reported no remaining Martin Marietta Materials position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 3 Martin Marietta Materials shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Martin Marietta Materials in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Martin Marietta Materials position peaked at $8K in Q2 2019.
691 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.