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Sheaff Brock Investment Advisors’s Martin Marietta Materials MLM Stock Holding History

Sheaff Brock 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
2023
Q3 		– Sell
-470
Closed -$217K – 482
2023
Q2 		$217K Buy
+470
New +$185K 0.02% 409
2022
Q1 		– Sell
-492
Closed -$217K – 556
2021
Q4 		$217K Buy
+492
New +$199K 0.01% 471

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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sheaff Brock Investment Advisors's MLM Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of Martin Marietta Materials (MLM) in Q3 2023, closing a stake of 470 shares — an estimated $217K sold.

Sheaff Brock Investment Advisors first reported a position in MLM in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 814 funds tracked by Wall St. Rank hold MLM as of Q3 2023.

  • Sheaff Brock Investment Advisors reported no remaining Martin Marietta Materials position as of Q3 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 470 Martin Marietta Materials shares in Q3 2023, an estimated $217K.
  • Sheaff Brock Investment Advisors first reported a position in Martin Marietta Materials in Q4 2021 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Martin Marietta Materials position peaked at $217K in Q4 2021.
  • 814 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.