LVW Advisors’s Martin Marietta Materials MLM Stock Holding History

LVW 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	–	Sell	-471	Closed	-$207K	–	244
2021 Q4	$207K	Buy	+471	New	+$191K	0.04%	231

Other funds holding MLM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

LVW Advisors's MLM Position: Q1 2022 in Review

LVW Advisors sold out of Martin Marietta Materials (MLM) in Q1 2022, closing a stake of 471 shares — an estimated $207K sold.

LVW Advisors first reported a position in MLM in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 763 funds tracked by Wall St. Rank hold MLM as of Q1 2022.

LVW Advisors reported no remaining Martin Marietta Materials position as of Q1 2022 after selling out during the quarter.
LVW Advisors sold 471 Martin Marietta Materials shares in Q1 2022, an estimated $207K.
LVW Advisors first reported a position in Martin Marietta Materials in Q4 2021 and held it in 1 quarter.
LVW Advisors's Martin Marietta Materials position peaked at $207K in Q4 2021.
763 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2022.

Based on LVW Advisors's 13F filing for Q1 2022, filed 2 May 2022.