LWANC
MLM icon

Laurel Wealth Advisors (North Carolina)’s Martin Marietta Materials MLM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-22
Closed -$4K – 498
2018
Q4 		$4K Buy
+22
New +$3.91K ﹤0.01% 424

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 $10.4B AUM 25.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MLM Position: Q1 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of Martin Marietta Materials (MLM) in Q1 2019, closing a stake of 22 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MLM in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 573 funds tracked by Wall St. Rank hold MLM as of Q1 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Martin Marietta Materials position as of Q1 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 22 Martin Marietta Materials shares in Q1 2019, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Martin Marietta Materials in Q4 2018 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Martin Marietta Materials position peaked at $4K in Q4 2018.
  • 573 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2019, filed 9 May 2019.