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Simplicity Wealth’s Martin Marietta Materials MLM Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-2,734
Closed -$1.48M – 927
2024
Q2 		$1.48M Sell
2,734
-445
-14% -$259K 0.03% 421
2024
Q1 		$1.95M Buy
+3,179
New +$1.74M 0.05% 354

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Wealth's MLM Position: Q3 2024 in Review

Simplicity Wealth sold out of Martin Marietta Materials (MLM) in Q3 2024, closing a stake of 2,734 shares — an estimated $1.48M sold.

Simplicity Wealth first reported a position in MLM in Q1 2024 and held it in 2 quarters. The position peaked at $1.95M in Q1 2024. 943 funds tracked by Wall St. Rank hold MLM as of Q3 2024.

  • Simplicity Wealth reported no remaining Martin Marietta Materials position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,734 Martin Marietta Materials shares in Q3 2024, an estimated $1.48M.
  • Simplicity Wealth first reported a position in Martin Marietta Materials in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Martin Marietta Materials position peaked at $1.95M in Q1 2024.
  • 943 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.