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Lenox Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Lenox Wealth Advisors’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 		$2K Buy
+5
New +$1.94K ﹤0.01% 653
2020
Q1 		– Sell
-2
Closed -$1K – 884
2019
Q4 		$1K Buy
+2
New +$533 ﹤0.01% 691

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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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
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

Lenox Wealth Advisors's MLM Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in Martin Marietta Materials (MLM) in Q1 2022: 5 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in MLM as recently as Q4 2019.

Lenox Wealth Advisors first reported a position in MLM in Q4 2019 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold MLM as of Q1 2022.

  • Lenox Wealth Advisors held 5 shares of Martin Marietta Materials worth $2K as of Q1 2022.
  • Martin Marietta Materials was a new Lenox Wealth Advisors position in Q1 2022.
  • Martin Marietta Materials made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #653 holding.
  • Lenox Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2019 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.