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Spectrum Wealth Counsel’s Martin Marietta Materials MLM Stock Holding History

Spectrum Wealth Counsel’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
-58
Closed -$31.4K – 420
2024
Q2 		$31.4K Sell
58
-20
-26% -$11.6K ﹤0.01% 234
2024
Q1 		$47.9K Sell
78
-3
-4% -$1.64K 0.01% 211
2023
Q4 		$40.4K Buy
+81
New +$36.5K 0.01% 206

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

Spectrum Wealth Counsel's MLM Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of Martin Marietta Materials (MLM) in Q3 2024, closing a stake of 58 shares — an estimated $31.4K sold.

Spectrum Wealth Counsel first reported a position in MLM in Q4 2023 and held it in 3 quarters. The position peaked at $47.9K in Q1 2024. 943 funds tracked by Wall St. Rank hold MLM as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining Martin Marietta Materials position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 58 Martin Marietta Materials shares in Q3 2024, an estimated $31.4K.
  • Spectrum Wealth Counsel first reported a position in Martin Marietta Materials in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Martin Marietta Materials position peaked at $47.9K in Q1 2024.
  • 943 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.