Institutional & Family Asset Management’s Martin Marietta Materials MLM Stock Holding History

Institutional & Family Asset 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 Q4	–	Sell	-14	Closed	-$5K	–	873
2021 Q3	$5K	Sell	14 -16	-53%	-$5.82K	﹤0.01%	666
2021 Q2	$11K	Buy	30 +10	+50%	+$3.56K	﹤0.01%	577
2021 Q1	$7K	Sell	20 -62	-76%	-$19.8K	﹤0.01%	626
2020 Q4	$23K	Buy	82 +41	+100%	+$10.9K	﹤0.01%	423
2020 Q3	$10K	Buy	+41	New	+$8.87K	﹤0.01%	489
2020 Q1	–	Sell	-68	Closed	-$19K	–	876
2019 Q4	$19K	Hold	68	–	–	﹤0.01%	438
2019 Q3	$19K	Hold	68	–	–	﹤0.01%	411
2019 Q2	$16K	Buy	68 +43	+172%	+$9.32K	﹤0.01%	443
2019 Q1	$5K	Buy	+25	New	+$4.67K	﹤0.01%	602
2018 Q2	–	Sell	-15	Closed	-$3K	–	867
2018 Q1	$3K	Buy	+15	New	+$3.25K	﹤0.01%	674

Other funds holding MLM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GRQ

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

Institutional & Family Asset Management's MLM Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Martin Marietta Materials (MLM) in Q4 2021, closing a stake of 14 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in MLM in Q1 2018 and held it in 10 quarters. The position peaked at $23K in Q4 2020. 774 funds tracked by Wall St. Rank hold MLM as of Q4 2021.

Institutional & Family Asset Management reported no remaining Martin Marietta Materials position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 14 Martin Marietta Materials shares in Q4 2021, an estimated $5K.
Institutional & Family Asset Management first reported a position in Martin Marietta Materials in Q1 2018 and held it in 10 quarters.
Institutional & Family Asset Management's Martin Marietta Materials position peaked at $23K in Q4 2020.
774 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.