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Sowell Financial Services’s Martin Marietta Materials MLM Stock Holding History

Sowell Financial Services’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
-31
Closed -$12K – 1870
2021
Q1 		$12K Sell
31
-54
-64% -$17.2K ﹤0.01% 2242
2020
Q4 		$24K Hold
85
– – ﹤0.01% 1660
2020
Q3 		$20K Sell
85
-64
-43% -$13.8K ﹤0.01% 1562
2020
Q2 		$31K Sell
149
-88
-37% -$16.9K ﹤0.01% 1327
2020
Q1 		$45K Sell
237
-78
-25% -$18.7K ﹤0.01% 1096
2019
Q4 		$88K Buy
315
+212
+206% +$56.5K 0.01% 959
2019
Q3 		$28K Buy
+103
New +$25.5K ﹤0.01% 1172

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 $3.37T AUM 44.26% 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

Sowell Financial Services's MLM Position: Q2 2021 in Review

Sowell Financial Services sold out of Martin Marietta Materials (MLM) in Q2 2021, closing a stake of 31 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in MLM in Q3 2019 and held it in 7 quarters. The position peaked at $88K in Q4 2019. 696 funds tracked by Wall St. Rank hold MLM as of Q2 2021.

  • Sowell Financial Services reported no remaining Martin Marietta Materials position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 31 Martin Marietta Materials shares in Q2 2021, an estimated $12K.
  • Sowell Financial Services first reported a position in Martin Marietta Materials in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Martin Marietta Materials position peaked at $88K in Q4 2019.
  • 696 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.