Sitrin Capital Management’s Martin Marietta Materials MLM Stock Holding History

Sitrin Capital 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
2019 Q2	–	Sell	-24,065	Closed	-$4.84M	–	41
2019 Q1	$4.84M	Buy	+24,065	New	+$4.49M	2.6%	27
2018 Q2	–	Sell	-18,553	Closed	-$3.85M	–	38
2018 Q1	$3.85M	Sell	18,553 -3	-0%	-$650	2.48%	28
2017 Q4	$4.1M	Sell	18,556 -265	-1%	-$55.5K	2.59%	25
2017 Q3	$3.88M	Sell	18,821 -130	-0.7%	-$27.5K	2.5%	28
2017 Q2	$4.22M	Buy	18,951 +288	+2%	+$65.2K	2.86%	21
2017 Q1	$4.07M	Sell	18,663 -152	-0.8%	-$33.5K	2.93%	20
2016 Q4	$4.17M	Buy	18,815 +129	+0.7%	+$26.5K	3.23%	18
2016 Q3	$3.35M	Buy	+18,686	New	+$3.57M	2.63%	26

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sitrin Capital Management's MLM Position: Q2 2019 in Review

Sitrin Capital Management sold out of Martin Marietta Materials (MLM) in Q2 2019, closing a stake of 24,065 shares — an estimated $4.84M sold.

Sitrin Capital Management first reported a position in MLM in Q3 2016 and held it in 8 quarters. The position peaked at $4.84M in Q1 2019. 570 funds tracked by Wall St. Rank hold MLM as of Q2 2019.

Sitrin Capital Management reported no remaining Martin Marietta Materials position as of Q2 2019 after selling out during the quarter.
Sitrin Capital Management sold 24,065 Martin Marietta Materials shares in Q2 2019, an estimated $4.84M.
Sitrin Capital Management first reported a position in Martin Marietta Materials in Q3 2016 and held it in 8 quarters.
Sitrin Capital Management's Martin Marietta Materials position peaked at $4.84M in Q1 2019.
570 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2019.

Based on Sitrin Capital Management's 13F filing for Q2 2019, filed 17 Jul 2019.