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Peak Financial Advisors’s Martin Marietta Materials MLM Stock Holding History

Peak Financial 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
2024
Q4 		– Sell
-5,284
Closed -$2.84M – 84
2024
Q3 		$2.84M Buy
5,284
+282
+6% +$152K 1.46% 32
2024
Q2 		$2.71M Buy
+5,002
New +$2.91M 1.56% 28

Other funds holding MLM

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peak Financial Advisors's MLM Position: Q4 2024 in Review

Peak Financial Advisors sold out of Martin Marietta Materials (MLM) in Q4 2024, closing a stake of 5,284 shares — an estimated $2.84M sold.

Peak Financial Advisors first reported a position in MLM in Q2 2024 and held it in 2 quarters. The position peaked at $2.84M in Q3 2024. 990 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

  • Peak Financial Advisors reported no remaining Martin Marietta Materials position as of Q4 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 5,284 Martin Marietta Materials shares in Q4 2024, an estimated $2.84M.
  • Peak Financial Advisors first reported a position in Martin Marietta Materials in Q2 2024 and held it in 2 quarters.
  • Peak Financial Advisors's Martin Marietta Materials position peaked at $2.84M in Q3 2024.
  • 990 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on Peak Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.