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Sowell Financial Services’s Marten Transport MRTN Stock Holding History

Sowell Financial Services’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,223
Closed -$235K – 572
2023
Q4 		$235K Sell
11,223
-134
-1% -$2.56K 0.01% 512
2023
Q3 		$224K Sell
11,357
-848
-7% -$17.9K 0.01% 490
2023
Q2 		$262K Sell
12,205
-73,780
-86% -$1.55M 0.01% 525
2023
Q1 		$1.8M Buy
85,985
+18
+0% +$383 0.14% 175
2022
Q4 		$1.7M Buy
85,967
+483
+0.6% +$9.64K 0.11% 215
2022
Q3 		$1.64M Buy
+85,484
New +$1.71M 0.17% 161
2021
Q2 		– Sell
-2,807
Closed -$49K – 1892
2021
Q1 		$49K Sell
2,807
-1,816
-39% -$30.7K ﹤0.01% 1667
2020
Q4 		$80K Sell
4,623
-522
-10% -$8.95K ﹤0.01% 1235
2020
Q3 		$84K Buy
5,145
+838
+19% +$14.8K ﹤0.01% 1040
2020
Q2 		$72K Sell
4,307
-10,981
-72% -$173K ﹤0.01% 1068
2020
Q1 		$209K Buy
15,288
+11,433
+297% +$158K 0.02% 639
2019
Q4 		$55K Sell
3,855
-854
-18% -$12.2K ﹤0.01% 1127
2019
Q3 		$65K Buy
+4,709
New +$61.7K 0.01% 932

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Sowell Financial Services's MRTN Position: Q1 2024 in Review

Sowell Financial Services sold out of Marten Transport (MRTN) in Q1 2024, closing a stake of 11,223 shares — an estimated $235K sold.

Sowell Financial Services first reported a position in MRTN in Q3 2019 and held it in 13 quarters. The position peaked at $1.8M in Q1 2023. 201 funds tracked by Wall St. Rank hold MRTN as of Q1 2024.

  • Sowell Financial Services reported no remaining Marten Transport position as of Q1 2024 after selling out during the quarter.
  • Sowell Financial Services sold 11,223 Marten Transport shares in Q1 2024, an estimated $235K.
  • Sowell Financial Services first reported a position in Marten Transport in Q3 2019 and held it in 13 quarters.
  • Sowell Financial Services's Marten Transport position peaked at $1.8M in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Marten Transport as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.