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Royal Fund Management’s Martin Marietta Materials MLM Stock Holding History

Royal Fund 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
2018
Q4 		– Sell
-275
Closed -$50K – 622
2018
Q3 		$50K Hold
275
– – 0.02% 189
2018
Q2 		$61K Buy
+275
New +$58.7K 0.02% 181

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Fund Management's MLM Position: Q4 2018 in Review

Royal Fund Management sold out of Martin Marietta Materials (MLM) in Q4 2018, closing a stake of 275 shares — an estimated $50K sold.

Royal Fund Management first reported a position in MLM in Q2 2018 and held it in 2 quarters. The position peaked at $61K in Q2 2018. 547 funds tracked by Wall St. Rank hold MLM as of Q4 2018.

  • Royal Fund Management reported no remaining Martin Marietta Materials position as of Q4 2018 after selling out during the quarter.
  • Royal Fund Management sold 275 Martin Marietta Materials shares in Q4 2018, an estimated $50K.
  • Royal Fund Management first reported a position in Martin Marietta Materials in Q2 2018 and held it in 2 quarters.
  • Royal Fund Management's Martin Marietta Materials position peaked at $61K in Q2 2018.
  • 547 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2018.

Based on Royal Fund Management's 13F filing for Q4 2018, filed 7 May 2020.