JWM
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Jupiter Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Jupiter 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
2022
Q1 		– Sell
-2,000
Closed -$881K – 89
2021
Q4 		$881K Hold
2,000
– – 0.46% 47
2021
Q3 		$826K Buy
2,000
+500
+33% +$182K 0.39% 57
2021
Q2 		$549K Buy
+1,500
New +$534K 0.26% 61

Other funds holding MLM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Jupiter Wealth Management's MLM Position: Q1 2022 in Review

Jupiter Wealth Management sold out of Martin Marietta Materials (MLM) in Q1 2022, closing a stake of 2,000 shares — an estimated $881K sold.

Jupiter Wealth Management first reported a position in MLM in Q2 2021 and held it in 3 quarters. The position peaked at $881K in Q4 2021. 763 funds tracked by Wall St. Rank hold MLM as of Q1 2022.

  • Jupiter Wealth Management reported no remaining Martin Marietta Materials position as of Q1 2022 after selling out during the quarter.
  • Jupiter Wealth Management sold 2,000 Martin Marietta Materials shares in Q1 2022, an estimated $881K.
  • Jupiter Wealth Management first reported a position in Martin Marietta Materials in Q2 2021 and held it in 3 quarters.
  • Jupiter Wealth Management's Martin Marietta Materials position peaked at $881K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2022.

Based on Jupiter Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.