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Personal Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-4
Closed -$1K – 388
2019
Q4 		$1K Hold
4
– – ﹤0.01% 442
2019
Q3 		$1K Buy
+4
New +$989 ﹤0.01% 455

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Baillie Gifford & Co
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Personal Wealth Partners's MLM Position: Q1 2020 in Review

Personal Wealth Partners sold out of Martin Marietta Materials (MLM) in Q1 2020, closing a stake of 4 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in MLM in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 582 funds tracked by Wall St. Rank hold MLM as of Q1 2020.

  • Personal Wealth Partners reported no remaining Martin Marietta Materials position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 4 Martin Marietta Materials shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Martin Marietta Materials in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Martin Marietta Materials position peaked at $1K in Q4 2019.
  • 582 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.