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Lantz Financial’s Martin Marietta Materials MLM Stock Holding History

Lantz Financial’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
Q4 		– Sell
-4,284
Closed -$1.12M – 132
2019
Q3 		$1.12M Sell
4,284
-2,102
-33% -$520K 0.75% 48
2019
Q2 		$1.45M Buy
6,386
+65
+1% +$14.1K 0.98% 28
2019
Q1 		$1.27M Buy
+6,321
New +$1.18M 0.92% 37

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lantz Financial's MLM Position: Q4 2019 in Review

Lantz Financial sold out of Martin Marietta Materials (MLM) in Q4 2019, closing a stake of 4,284 shares — an estimated $1.12M sold.

Lantz Financial first reported a position in MLM in Q1 2019 and held it in 3 quarters. The position peaked at $1.45M in Q2 2019. 639 funds tracked by Wall St. Rank hold MLM as of Q4 2019.

  • Lantz Financial reported no remaining Martin Marietta Materials position as of Q4 2019 after selling out during the quarter.
  • Lantz Financial sold 4,284 Martin Marietta Materials shares in Q4 2019, an estimated $1.12M.
  • Lantz Financial first reported a position in Martin Marietta Materials in Q1 2019 and held it in 3 quarters.
  • Lantz Financial's Martin Marietta Materials position peaked at $1.45M in Q2 2019.
  • 639 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2019.

Based on Lantz Financial's 13F filing for Q4 2019, filed 17 Jan 2020.