SSWM
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Sheets Smith Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Sheets Smith 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
2017
Q3 		– Sell
-2,031
Closed -$452K – 309
2017
Q2 		$452K Buy
+2,031
New +$460K 0.12% 179
2017
Q1 		– Sell
-3,540
Closed -$784K – 298
2016
Q4 		$784K Buy
+3,540
New +$727K 0.22% 127
2016
Q3 		– Sell
-5,693
Closed -$1.09M – 277
2016
Q2 		$1.09M Buy
+5,693
New +$1.02M 0.32% 88
2015
Q3 		– Sell
-5,644
Closed -$799K – 228
2015
Q2 		$799K Buy
+5,644
New +$823K 0.22% 132
2013
Q3 		– Sell
-4,768
Closed -$469K – 246
2013
Q2 		$469K Buy
+4,768
New +$495K 0.16% 174

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return