LPWM
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Lake Point Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Lake Point 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
2019
Q2 		$135K Hold
587
– – 0.05% 57
2019
Q1 		$135K Hold
587
– – 0.05% 57
2018
Q4 		$101K Buy
+587
New +$104K 0.04% 209

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lake Point Wealth Management's MLM Position: Q2 2019 in Review

Lake Point Wealth Management held its Martin Marietta Materials (MLM) position steady in Q2 2019 at 587 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #57.

Lake Point Wealth Management first reported a position in MLM in Q4 2018 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold MLM as of Q2 2019.

  • Lake Point Wealth Management held 587 shares of Martin Marietta Materials worth $135K as of Q2 2019.
  • Lake Point Wealth Management left its Martin Marietta Materials share count unchanged in Q2 2019.
  • Martin Marietta Materials made up 0.05% of Lake Point Wealth Management's portfolio in Q2 2019, its #57 holding.
  • Lake Point Wealth Management first reported a position in Martin Marietta Materials in Q4 2018 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.