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Stack Financial Management’s Martin Marietta Materials MLM Stock Holding History

Stack Financial Management’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
2018
Q4 		– Sell
-73,663
Closed -$13.4M – 53
2018
Q3 		$13.4M Sell
73,663
-2,361
-3% -$487K 1.46% 31
2018
Q2 		$17M Buy
+76,024
New +$16.2M 1.97% 23

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stack Financial Management's MLM Position: Q4 2018 in Review

Stack Financial Management sold out of Martin Marietta Materials (MLM) in Q4 2018, closing a stake of 73,663 shares — an estimated $13.4M sold.

Stack Financial Management first reported a position in MLM in Q2 2018 and held it in 2 quarters. The position peaked at $17M in Q2 2018. 546 funds tracked by Wall St. Rank hold MLM as of Q4 2018.

  • Stack Financial Management reported no remaining Martin Marietta Materials position as of Q4 2018 after selling out during the quarter.
  • Stack Financial Management sold 73,663 Martin Marietta Materials shares in Q4 2018, an estimated $13.4M.
  • Stack Financial Management first reported a position in Martin Marietta Materials in Q2 2018 and held it in 2 quarters.
  • Stack Financial Management's Martin Marietta Materials position peaked at $17M in Q2 2018.
  • 546 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2018.

Based on Stack Financial Management's 13F filing for Q4 2018, filed 5 Feb 2019.