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SteelPeak Wealth’s Martin Marietta Materials MLM Stock Holding History

SteelPeak Wealth’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
Q4 		– Sell
-3,201
Closed -$1.72M – 604
2024
Q3 		$1.72M Buy
3,201
+151
+5% +$81.6K 0.08% 183
2024
Q2 		$1.65M Buy
3,050
+359
+13% +$209K 0.08% 185
2024
Q1 		$1.65M Buy
+2,691
New +$1.47M 0.08% 181
2023
Q4 		– Sell
-2,894
Closed -$1.19M – 485
2023
Q3 		$1.19M Buy
+2,894
New +$1.28M 0.08% 174
2023
Q2 		– Sell
-600
Closed -$213K – 483
2023
Q1 		$213K Hold
600
– – 0.01% 341
2022
Q4 		$203K Buy
+600
New +$205K 0.01% 369

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return