PWM
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PRW Wealth Management’s Martin Marietta Materials MLM Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-6
Closed -$1K – 428
2019
Q1 		$1K Sell
6
-580
-99% -$108K ﹤0.01% 606
2018
Q4 		$101K Buy
+586
New +$104K 0.13% 85

Other funds holding MLM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PRW Wealth Management's MLM Position: Q2 2019 in Review

PRW Wealth Management sold out of Martin Marietta Materials (MLM) in Q2 2019, closing a stake of 6 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in MLM in Q4 2018 and held it in 2 quarters. The position peaked at $101K in Q4 2018. 570 funds tracked by Wall St. Rank hold MLM as of Q2 2019.

  • PRW Wealth Management reported no remaining Martin Marietta Materials position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 6 Martin Marietta Materials shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Martin Marietta Materials in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Martin Marietta Materials position peaked at $101K in Q4 2018.
  • 570 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.