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Stamos Capital Partners’s Martin Marietta Materials MLM Stock Holding History

Stamos Capital Partners’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
2023
Q2 		– Sell
-870
Closed -$309K – 112
2023
Q1 		$309K Hold
870
– – 0.08% 95
2022
Q4 		$294K Sell
870
-710
-45% -$242K 0.09% 122
2022
Q3 		$509K Buy
+1,580
New +$535K 0.13% 132

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Baillie Gifford & Co
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stamos Capital Partners's MLM Position: Q2 2023 in Review

Stamos Capital Partners sold out of Martin Marietta Materials (MLM) in Q2 2023, closing a stake of 870 shares — an estimated $309K sold.

Stamos Capital Partners first reported a position in MLM in Q3 2022 and held it in 3 quarters. The position peaked at $509K in Q3 2022. 802 funds tracked by Wall St. Rank hold MLM as of Q2 2023.

  • Stamos Capital Partners reported no remaining Martin Marietta Materials position as of Q2 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 870 Martin Marietta Materials shares in Q2 2023, an estimated $309K.
  • Stamos Capital Partners first reported a position in Martin Marietta Materials in Q3 2022 and held it in 3 quarters.
  • Stamos Capital Partners's Martin Marietta Materials position peaked at $509K in Q3 2022.
  • 802 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2023.

Based on Stamos Capital Partners's 13F filing for Q2 2023, filed 11 Aug 2023.