SWM
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Selective Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Selective 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
2020
Q3 		– Sell
-56
Closed -$12K – 378
2020
Q2 		$12K Hold
56
– – 0.01% 225
2020
Q1 		$11K Hold
56
– – 0.02% 147
2019
Q4 		$16K Hold
56
– – 0.02% 134
2019
Q3 		$15K Buy
+56
New +$13.8K 0.02% 141

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

Selective Wealth Management's MLM Position: Q3 2020 in Review

Selective Wealth Management sold out of Martin Marietta Materials (MLM) in Q3 2020, closing a stake of 56 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in MLM in Q3 2019 and held it in 4 quarters. The position peaked at $16K in Q4 2019. 586 funds tracked by Wall St. Rank hold MLM as of Q3 2020.

  • Selective Wealth Management reported no remaining Martin Marietta Materials position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 56 Martin Marietta Materials shares in Q3 2020, an estimated $12K.
  • Selective Wealth Management first reported a position in Martin Marietta Materials in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Martin Marietta Materials position peaked at $16K in Q4 2019.
  • 586 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.