Kaizen Advisory’s Martin Marietta Materials MLM Stock Holding History

Kaizen Advisory’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
2018 Q4	$28K	Buy	164 +12	+8%	+$2.13K	0.02%	455
2018 Q3	$28K	Hold	152	–	–	0.01%	464
2018 Q2	$34K	Buy	152 +91	+149%	+$19.4K	0.02%	415
2018 Q1	$13K	Hold	61	–	–	0.01%	428
2017 Q4	$13K	Buy	+61	New	+$12.8K	0.01%	427

Other funds holding MLM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kaizen Advisory's MLM Position: Q4 2018 in Review

Kaizen Advisory increased its Martin Marietta Materials (MLM) stake by 7.9% in Q4 2018, buying an estimated $2.13K and bringing the position to 164 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #455.

Kaizen Advisory first reported a position in MLM in Q4 2017 and has held it in 5 quarters since. The position peaked at $34K in Q2 2018. 546 funds tracked by Wall St. Rank hold MLM as of Q4 2018.

Kaizen Advisory held 164 shares of Martin Marietta Materials worth $28K as of Q4 2018.
Kaizen Advisory bought 12 Martin Marietta Materials shares in Q4 2018, an estimated $2.13K.
Martin Marietta Materials made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #455 holding.
Kaizen Advisory first reported a position in Martin Marietta Materials in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Martin Marietta Materials position peaked at $34K in Q2 2018.
546 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.