LWM
MLM icon

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

Liberty 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
2021
Q4 		– Sell
-22
Closed -$8K – 738
2021
Q3 		$8K Hold
22
– – ﹤0.01% 868
2021
Q2 		$8K Buy
+22
New +$7.84K ﹤0.01% 707
2020
Q2 		– Sell
-6
Closed -$1K – 936
2020
Q1 		$1K Buy
+6
New +$1.44K ﹤0.01% 821

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Liberty Wealth Management's MLM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Martin Marietta Materials (MLM) in Q4 2021, closing a stake of 22 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in MLM in Q1 2020 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 774 funds tracked by Wall St. Rank hold MLM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Martin Marietta Materials position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 22 Martin Marietta Materials shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in Martin Marietta Materials in Q1 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Martin Marietta Materials position peaked at $8K in Q3 2021.
  • 774 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.