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Lupo Securities’s Martin Marietta Materials MLM Stock Holding History

Lupo Securities’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
2015
Q3 		– Sell
-8
Closed -$4K – 129
2015
Q2 		$4K Sell
8
-224
-97% -$32.7K 0.02% 81
2015
Q1 		$46K Sell
232
-27
-10% -$3.47K 0.07% 148
2014
Q4 		$221K Buy
+259
New +$30.6K 0.11% 77

Other funds holding MLM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Lupo Securities's MLM Position: Q3 2015 in Review

Lupo Securities sold out of Martin Marietta Materials (MLM) in Q3 2015, closing a stake of 200 shares — an estimated $28K sold.

Lupo Securities first reported a position in MLM in Q4 2014 and held it in 2 quarters. The position peaked at $1.64M in Q4 2014. 398 funds tracked by Wall St. Rank hold MLM as of Q3 2015.

  • Lupo Securities reported no remaining Martin Marietta Materials position as of Q3 2015 after selling out during the quarter.
  • Lupo Securities sold 200 Martin Marietta Materials shares in Q3 2015, an estimated $28K.
  • Lupo Securities first reported a position in Martin Marietta Materials in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's Martin Marietta Materials position peaked at $1.64M in Q4 2014.
  • 398 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.