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

Lenox Wealth Management’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
2020
Q2 		$61K Hold
300
– – 0.02% 236
2020
Q1 		$56K Buy
+300
New +$71.7K 0.02% 235

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Aristotle Capital Management
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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Management's MLM Position: Q2 2020 in Review

Lenox Wealth Management held its Martin Marietta Materials (MLM) position steady in Q2 2020 at 300 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #236.

Lenox Wealth Management first reported a position in MLM in Q1 2020 and has held it in 2 quarters since. 592 funds tracked by Wall St. Rank hold MLM as of Q2 2020.

  • Lenox Wealth Management held 300 shares of Martin Marietta Materials worth $61K as of Q2 2020.
  • Lenox Wealth Management left its Martin Marietta Materials share count unchanged in Q2 2020.
  • Martin Marietta Materials made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #236 holding.
  • Lenox Wealth Management first reported a position in Martin Marietta Materials in Q1 2020 and has held it in 2 quarters since.
  • 592 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.