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

Quotient 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
2024 Q1	–	Sell	-509	Closed	-$254K	–	308
2023 Q4	$254K	Buy	+509	New	+$229K	0.01%	243

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Quotient Wealth Partners's MLM Position: Q1 2024 in Review

Quotient Wealth Partners sold out of Martin Marietta Materials (MLM) in Q1 2024, closing a stake of 509 shares — an estimated $254K sold.

Quotient Wealth Partners first reported a position in MLM in Q4 2023 and held it in 1 quarter. The position peaked at $254K in Q4 2023. 957 funds tracked by Wall St. Rank hold MLM as of Q1 2024.

Quotient Wealth Partners reported no remaining Martin Marietta Materials position as of Q1 2024 after selling out during the quarter.
Quotient Wealth Partners sold 509 Martin Marietta Materials shares in Q1 2024, an estimated $254K.
Quotient Wealth Partners first reported a position in Martin Marietta Materials in Q4 2023 and held it in 1 quarter.
Quotient Wealth Partners's Martin Marietta Materials position peaked at $254K in Q4 2023.
957 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2024.

Based on Quotient Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.