Leuthold Group’s Martin Marietta Materials MLM Stock Holding History

Leuthold Group’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 Q4	–	Sell	-8,454	Closed	-$4.55M	–	208
2024 Q3	$4.55M	Sell	8,454 -374	-4%	-$202K	0.51%	85
2024 Q2	$4.78M	Sell	8,828 -80	-0.9%	-$46.5K	0.55%	67
2024 Q1	$5.47M	Sell	8,908 -18	-0.2%	-$9.82K	0.62%	59
2023 Q4	$4.45M	Sell	8,926 -6	-0.1%	-$2.71K	0.56%	71
2023 Q3	$3.67M	Sell	8,932 -162	-2%	-$71.6K	0.51%	78
2023 Q2	$4.2M	Buy	+9,094	New	+$3.59M	0.54%	69
2021 Q4	–	Sell	-985	Closed	-$337K	–	217
2021 Q3	$337K	Hold	985	–	–	0.04%	156
2021 Q2	$347K	Sell	985 -27	-3%	-$9.62K	0.04%	152
2021 Q1	$340K	Sell	1,012 -25	-2%	-$7.99K	0.04%	152
2020 Q4	$294K	Sell	1,037 -45	-4%	-$12K	0.04%	154
2020 Q3	$255K	Sell	1,082 -30	-3%	-$6.49K	0.04%	155
2020 Q2	$230K	Sell	1,112 -18,053	-94%	-$3.47M	0.03%	144
2020 Q1	$3.63M	Sell	19,165 -1,272	-6%	-$304K	0.65%	59
2019 Q4	$5.71M	Buy	+20,437	New	+$5.45M	0.74%	51

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return