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Marietta Wealth Management’s Archer Daniels Midland ADM Stock Holding History

Marietta Wealth Management’s Portfolio ADM Stock Details ADM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,913
Closed -$506K – 107
2019
Q4 		$506K Sell
10,913
-73
-0.7% -$3.11K 0.17% 86
2019
Q3 		$451K Sell
10,986
-833
-7% -$33.2K 0.16% 92
2019
Q2 		$482K Sell
11,819
-9
-0.1% -$373 0.19% 90
2019
Q1 		$510K Buy
11,828
+1,130
+11% +$48.3K 0.21% 88
2018
Q4 		$438K Sell
10,698
-871
-8% -$40.6K 0.21% 93
2018
Q3 		$582K Sell
11,569
-386
-3% -$18.9K 0.26% 88
2018
Q2 		$548K Buy
11,955
+479
+4% +$21.5K 0.27% 90
2018
Q1 		$498K Sell
11,476
-1,824
-14% -$76.8K 0.26% 88
2017
Q4 		$533K Buy
13,300
+358
+3% +$14.7K 0.29% 84
2017
Q3 		$550K Buy
12,942
+239
+2% +$10.1K 0.31% 85
2017
Q2 		$526K Buy
12,703
+1,424
+13% +$61.1K 0.32% 87
2017
Q1 		$519K Buy
11,279
+132
+1% +$5.91K 0.34% 85
2016
Q4 		$509K Buy
+11,147
New +$493K 0.41% 82

Other funds holding ADM

State Farm Mutual Automobile Insurance
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marietta Wealth Management's ADM Position: Q1 2020 in Review

Marietta Wealth Management sold out of Archer Daniels Midland (ADM) in Q1 2020, closing a stake of 10,913 shares — an estimated $506K sold.

Marietta Wealth Management first reported a position in ADM in Q4 2016 and held it in 13 quarters. The position peaked at $582K in Q3 2018. 719 funds tracked by Wall St. Rank hold ADM as of Q1 2020.

  • Marietta Wealth Management reported no remaining Archer Daniels Midland position as of Q1 2020 after selling out during the quarter.
  • Marietta Wealth Management sold 10,913 Archer Daniels Midland shares in Q1 2020, an estimated $506K.
  • Marietta Wealth Management first reported a position in Archer Daniels Midland in Q4 2016 and held it in 13 quarters.
  • Marietta Wealth Management's Archer Daniels Midland position peaked at $582K in Q3 2018.
  • 719 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2020.

Based on Marietta Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.