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Sowa Financial Group’s Martin Marietta Materials MLM Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-34
Closed -$10K – 164
2020
Q4 		$10K Buy
+34
New +$9.05K 0.01% 234
2020
Q3 		– Sell
-34
Closed -$7K – 304
2020
Q2 		$7K Hold
34
– – 0.01% 249
2020
Q1 		$6K Hold
34
– – 0.01% 240
2019
Q4 		$10K Buy
+34
New +$9.07K 0.01% 221

Other funds holding MLM

Vanguard Group
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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sowa Financial Group's MLM Position: Q1 2021 in Review

Sowa Financial Group sold out of Martin Marietta Materials (MLM) in Q1 2021, closing a stake of 34 shares — an estimated $10K sold.

Sowa Financial Group first reported a position in MLM in Q4 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 691 funds tracked by Wall St. Rank hold MLM as of Q1 2021.

  • Sowa Financial Group reported no remaining Martin Marietta Materials position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 34 Martin Marietta Materials shares in Q1 2021, an estimated $10K.
  • Sowa Financial Group first reported a position in Martin Marietta Materials in Q4 2019 and held it in 4 quarters.
  • Sowa Financial Group's Martin Marietta Materials position peaked at $10K in Q4 2020.
  • 691 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.