Simplicity Solutions’s Martin Marietta Materials MLM Stock Holding History

Simplicity Solutions’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 Q4	$1.36M	Buy	2,725 +1,701	+166%	+$767K	0.04%	376
2023 Q3	$420K	Sell	1,024 -148	-13%	-$65.4K	0.01%	648
2023 Q2	$541K	Sell	1,172 -4,707	-80%	-$1.86M	0.01%	639
2023 Q1	$2.09M	Buy	+5,879	New	+$2.06M	0.05%	301
2020 Q1	–	Sell	-802	Closed	-$224K	–	839
2019 Q4	$224K	Sell	802 -230	-22%	-$61.3K	0.01%	763
2019 Q3	$283K	Sell	1,032 -7	-0.7%	-$1.73K	0.01%	568
2019 Q2	$239K	Buy	+1,039	New	+$225K	0.01%	579
2018 Q4	–	Sell	-1,244	Closed	-$226K	–	730
2018 Q3	$226K	Buy	1,244 +326	+36%	+$67.3K	0.01%	492
2018 Q2	$205K	Buy	+918	New	+$196K	0.01%	468
2016 Q1	–	Sell	-4,609	Closed	-$629K	–	384
2015 Q4	$629K	Buy	+4,609	New	+$699K	0.07%	382

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Simplicity Solutions's MLM Position: Q4 2023 in Review

Simplicity Solutions increased its Martin Marietta Materials (MLM) stake by 166% in Q4 2023, buying an estimated $767K and bringing the position to 2,725 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #376.

Simplicity Solutions first reported a position in MLM in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.09M in Q1 2023. 886 funds tracked by Wall St. Rank hold MLM as of Q4 2023.

Simplicity Solutions held 2,725 shares of Martin Marietta Materials worth $1.36M as of Q4 2023.
Simplicity Solutions bought 1,701 Martin Marietta Materials shares in Q4 2023, an estimated $767K.
Martin Marietta Materials made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #376 holding.
Simplicity Solutions first reported a position in Martin Marietta Materials in Q4 2015 and has held it in 10 quarters since.
Simplicity Solutions's Martin Marietta Materials position peaked at $2.09M in Q1 2023.
886 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.