Schechter Investment Advisors’s Martin Marietta Materials MLM Stock Holding History

Schechter Investment 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 Q2	–	Sell	-399	Closed	-$245K	–	673
2024 Q1	$245K	Sell	399 -73	-15%	-$39.8K	0.02%	539
2023 Q4	$235K	Sell	472 -23	-5%	-$10.4K	0.02%	515
2023 Q3	$203K	Sell	495 -1	-0.2%	-$442	0.02%	549
2023 Q2	$229K	Buy	+496	New	+$196K	0.02%	556
2022 Q1	–	Sell	-459	Closed	-$202K	–	953
2021 Q4	$202K	Buy	+459	New	+$186K	0.02%	801

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schechter Investment Advisors's MLM Position: Q2 2024 in Review

Schechter Investment Advisors sold out of Martin Marietta Materials (MLM) in Q2 2024, closing a stake of 399 shares — an estimated $245K sold.

Schechter Investment Advisors first reported a position in MLM in Q4 2021 and held it in 5 quarters. The position peaked at $245K in Q1 2024. 939 funds tracked by Wall St. Rank hold MLM as of Q2 2024.

Schechter Investment Advisors reported no remaining Martin Marietta Materials position as of Q2 2024 after selling out during the quarter.
Schechter Investment Advisors sold 399 Martin Marietta Materials shares in Q2 2024, an estimated $245K.
Schechter Investment Advisors first reported a position in Martin Marietta Materials in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Martin Marietta Materials position peaked at $245K in Q1 2024.
939 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.