Motive Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Motive Wealth 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 Q3	–	Sell	-4,065	Closed	-$1.22M	–	70
2022 Q2	$1.22M	Buy	4,065 +158	+4%	+$53.9K	0.96%	21
2022 Q1	$1.5M	Sell	3,907 -24	-0.6%	-$9.3K	1.03%	24
2021 Q4	$1.73M	Sell	3,931 -131	-3%	-$53.1K	1.04%	23
2021 Q3	$1.39M	Buy	4,062 +874	+27%	+$318K	0.94%	21
2021 Q2	$1.12M	Buy	+3,188	New	+$1.14M	0.8%	27

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

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Motive Wealth Advisors's MLM Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q3 2022, closing a stake of 4,065 shares — an estimated $1.22M sold.

Motive Wealth Advisors first reported a position in MLM in Q2 2021 and held it in 5 quarters. The position peaked at $1.73M in Q4 2021. 735 funds tracked by Wall St. Rank hold MLM as of Q3 2022.

Motive Wealth Advisors reported no remaining Martin Marietta Materials position as of Q3 2022 after selling out during the quarter.
Motive Wealth Advisors sold 4,065 Martin Marietta Materials shares in Q3 2022, an estimated $1.22M.
Motive Wealth Advisors first reported a position in Martin Marietta Materials in Q2 2021 and held it in 5 quarters.
Motive Wealth Advisors's Martin Marietta Materials position peaked at $1.73M in Q4 2021.
735 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.