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Lake Street Private Wealth’s Martin Marietta Materials MLM Stock Holding History

Lake Street Private Wealth’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
-468
Closed -$206K – 341
2021
Q4 		$206K Buy
+468
New +$190K 0.04% 311

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Select Equity Group
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
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

Lake Street Private Wealth's MLM Position: Q1 2022 in Review

Lake Street Private Wealth sold out of Martin Marietta Materials (MLM) in Q1 2022, closing a stake of 468 shares — an estimated $206K sold.

Lake Street Private Wealth first reported a position in MLM in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 764 funds tracked by Wall St. Rank hold MLM as of Q1 2022.

  • Lake Street Private Wealth reported no remaining Martin Marietta Materials position as of Q1 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 468 Martin Marietta Materials shares in Q1 2022, an estimated $206K.
  • Lake Street Private Wealth first reported a position in Martin Marietta Materials in Q4 2021 and held it in 1 quarter.
  • Lake Street Private Wealth's Martin Marietta Materials position peaked at $206K in Q4 2021.
  • 764 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2022.

Based on Lake Street Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.