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Schrum Private Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Schrum Private 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
2024
Q4 		– Sell
-614
Closed -$331K – 156
2024
Q3 		$331K Buy
+614
New +$332K 0.17% 118

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schrum Private Wealth Management's MLM Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Martin Marietta Materials (MLM) in Q4 2024, closing a stake of 614 shares — an estimated $331K sold.

Schrum Private Wealth Management first reported a position in MLM in Q3 2024 and held it in 1 quarter. The position peaked at $331K in Q3 2024. 993 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Martin Marietta Materials position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 614 Martin Marietta Materials shares in Q4 2024, an estimated $331K.
  • Schrum Private Wealth Management first reported a position in Martin Marietta Materials in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Martin Marietta Materials position peaked at $331K in Q3 2024.
  • 993 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.