Lee Financial’s Martin Marietta Materials MLM Stock Holding History

Lee 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
2024 Q1	–	Sell	-45	Closed	-$22.5K	–	564
2023 Q4	$22.5K	Hold	45	–	–	﹤0.01%	307
2023 Q3	$18.5K	Hold	45	–	–	﹤0.01%	312
2023 Q2	$20.8K	Hold	45	–	–	﹤0.01%	295
2023 Q1	$16K	Sell	45 -2	-4%	-$702	﹤0.01%	345
2022 Q4	$15.9K	Buy	47 +5	+12%	+$1.71K	﹤0.01%	391
2022 Q3	$14K	Hold	42	–	–	﹤0.01%	385
2022 Q2	$13K	Sell	42 -4	-9%	-$1.36K	﹤0.01%	407
2022 Q1	$17K	Hold	46	–	–	﹤0.01%	366
2021 Q4	$21K	Hold	46	–	–	﹤0.01%	366
2021 Q3	$16K	Buy	+46	New	+$16.7K	﹤0.01%	364
2018 Q2	–	Sell	-525	Closed	-$109K	–	812
2018 Q1	$109K	Buy	+525	New	+$114K	0.03%	202

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial's MLM Position: Q1 2024 in Review

Lee Financial sold out of Martin Marietta Materials (MLM) in Q1 2024, closing a stake of 45 shares — an estimated $22.5K sold.

Lee Financial first reported a position in MLM in Q1 2018 and held it in 11 quarters. The position peaked at $109K in Q1 2018. 958 funds tracked by Wall St. Rank hold MLM as of Q1 2024.

Lee Financial reported no remaining Martin Marietta Materials position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 45 Martin Marietta Materials shares in Q1 2024, an estimated $22.5K.
Lee Financial first reported a position in Martin Marietta Materials in Q1 2018 and held it in 11 quarters.
Lee Financial's Martin Marietta Materials position peaked at $109K in Q1 2018.
958 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.