Lake Street Advisors Group’s Martin Marietta Materials MLM Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$242K	Sell	469 -20	-4%	-$11.3K	0.01%	511
2024 Q3	$263K	Buy	489 +5	+1%	+$2.7K	0.01%	490
2024 Q2	$262K	Buy	484 +35	+8%	+$20.3K	0.01%	476
2024 Q1	$276K	Sell	449 -83	-16%	-$45.3K	0.01%	479
2023 Q4	$265K	Buy	+532	New	+$240K	0.01%	478
2020 Q3	–	Sell	-1,173	Closed	-$242K	–	293
2020 Q2	$242K	Buy	+1,173	New	+$225K	0.02%	233

Other funds holding MLM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Street Advisors Group's MLM Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Martin Marietta Materials (MLM) stake by 4.1% in Q4 2024, selling an estimated $11.3K and leaving 469 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #511.

Lake Street Advisors Group first reported a position in MLM in Q2 2020 and has held it in 6 quarters since. The position peaked at $276K in Q1 2024. 992 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

Lake Street Advisors Group held 469 shares of Martin Marietta Materials worth $242K as of Q4 2024.
Lake Street Advisors Group sold 20 Martin Marietta Materials shares in Q4 2024, an estimated $11.3K.
Martin Marietta Materials made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #511 holding.
Lake Street Advisors Group first reported a position in Martin Marietta Materials in Q2 2020 and has held it in 6 quarters since.
Lake Street Advisors Group's Martin Marietta Materials position peaked at $276K in Q1 2024.
992 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.