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Insight Wealth Strategies’s Martin Marietta Materials MLM Stock Holding History

Insight Wealth Strategies’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
2022
Q4 		– Sell
-2,593
Closed -$776K – 144
2022
Q3 		$776K Hold
2,593
– – 0.14% 103
2022
Q2 		$776K Sell
2,593
-98
-4% -$33.4K 0.14% 103
2022
Q1 		$1.04M Buy
2,691
+49
+2% +$19K 0.15% 104
2021
Q4 		$1.16M Sell
2,642
-8
-0.3% -$3.24K 0.17% 92
2021
Q3 		$905K Buy
2,650
+41
+2% +$14.9K 0.13% 109
2021
Q2 		$918K Sell
2,609
-708
-21% -$252K 0.13% 106
2021
Q1 		$1.11M Buy
3,317
+327
+11% +$104K 0.15% 92
2020
Q4 		$849K Buy
2,990
+113
+4% +$30.1K 0.14% 83
2020
Q3 		$677K Buy
2,877
+1,153
+67% +$249K 0.13% 83
2020
Q2 		$356K Buy
1,724
+582
+51% +$112K 0.08% 113
2020
Q1 		$216K Sell
1,142
-1,837
-62% -$439K 0.06% 137
2019
Q4 		$833K Buy
+2,979
New +$795K 0.18% 91

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Insight Wealth Strategies's MLM Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Martin Marietta Materials (MLM) in Q4 2022, closing a stake of 2,593 shares — an estimated $776K sold.

Insight Wealth Strategies first reported a position in MLM in Q4 2019 and held it in 12 quarters. The position peaked at $1.16M in Q4 2021. 767 funds tracked by Wall St. Rank hold MLM as of Q4 2022.

  • Insight Wealth Strategies reported no remaining Martin Marietta Materials position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,593 Martin Marietta Materials shares in Q4 2022, an estimated $776K.
  • Insight Wealth Strategies first reported a position in Martin Marietta Materials in Q4 2019 and held it in 12 quarters.
  • Insight Wealth Strategies's Martin Marietta Materials position peaked at $1.16M in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.