SWP
MLM icon

ShoreHaven Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-327
Closed -$110K – 178
2021
Q1 		$110K Sell
327
-15
-4% -$4.79K 0.06% 81
2020
Q4 		$97K Buy
+342
New +$91.1K 0.05% 79

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShoreHaven Wealth Partners's MLM Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Martin Marietta Materials (MLM) in Q2 2021, closing a stake of 327 shares — an estimated $110K sold.

ShoreHaven Wealth Partners first reported a position in MLM in Q4 2020 and held it in 2 quarters. The position peaked at $110K in Q1 2021. 696 funds tracked by Wall St. Rank hold MLM as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Martin Marietta Materials position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 327 Martin Marietta Materials shares in Q2 2021, an estimated $110K.
  • ShoreHaven Wealth Partners first reported a position in Martin Marietta Materials in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Martin Marietta Materials position peaked at $110K in Q1 2021.
  • 696 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.