Squar Milner Financial Services’s Martin Marietta Materials MLM Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-352	Closed	-$66K	–	507
2020 Q1	$66K	Hold	352	–	–	0.04%	338
2019 Q4	$98K	Buy	+352	New	+$93.9K	0.05%	329
2019 Q3	–	Sell	-306	Closed	-$70K	–	521
2019 Q2	$70K	Hold	306	–	–	0.05%	313
2019 Q1	$61K	Hold	306	–	–	0.05%	307
2018 Q4	$53K	Buy	306 +25	+9%	+$4.44K	0.05%	284
2018 Q3	$51K	Buy	281 +55	+24%	+$11.4K	0.05%	302
2018 Q2	$50K	Buy	+226	New	+$48.2K	0.04%	328

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squar Milner Financial Services's MLM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Martin Marietta Materials (MLM) in Q2 2020, closing a stake of 352 shares — an estimated $66K sold.

Squar Milner Financial Services first reported a position in MLM in Q2 2018 and held it in 7 quarters. The position peaked at $98K in Q4 2019. 593 funds tracked by Wall St. Rank hold MLM as of Q2 2020.

Squar Milner Financial Services reported no remaining Martin Marietta Materials position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 352 Martin Marietta Materials shares in Q2 2020, an estimated $66K.
Squar Milner Financial Services first reported a position in Martin Marietta Materials in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Martin Marietta Materials position peaked at $98K in Q4 2019.
593 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.