SWM
MRTN icon

Spire Wealth Management’s Marten Transport MRTN Stock Holding History

Spire Wealth Management’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
2023
Q2 		– Sell
-1,233
Closed -$25.8K – 2479
2023
Q1 		$25.8K Sell
1,233
-484
-28% -$10.3K ﹤0.01% 1510
2022
Q4 		$34K Hold
1,717
– – ﹤0.01% 1138
2022
Q3 		$33K Sell
1,717
-1,712
-50% -$34.3K ﹤0.01% 1112
2022
Q2 		$58K Buy
3,429
+7
+0.2% +$120 ﹤0.01% 1232
2022
Q1 		$61K Buy
3,422
+5
+0.1% +$88 ﹤0.01% 1369
2021
Q4 		$59K Buy
3,417
+60
+2% +$993 ﹤0.01% 1636
2021
Q3 		$53K Hold
3,357
– – ﹤0.01% 1452
2021
Q2 		$55K Buy
3,357
+4
+0.1% +$68 ﹤0.01% 1445
2021
Q1 		$57K Buy
+3,353
New +$56.7K ﹤0.01% 1662

Other funds holding MRTN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return