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	–	603
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	0.07%	174
2023 Q2	–	Sell	-600	Closed	-$213K	–	482
2023 Q1	$213K	Hold	600	–	–	0.01%	341
2022 Q4	$203K	Buy	+600	New	+$205K	0.01%	369

Other funds holding MLM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SteelPeak Wealth's MLM Position: Q4 2024 in Review

SteelPeak Wealth sold out of Martin Marietta Materials (MLM) in Q4 2024, closing a stake of 3,201 shares — an estimated $1.72M sold.

SteelPeak Wealth first reported a position in MLM in Q4 2022 and held it in 6 quarters. The position peaked at $1.72M in Q3 2024. 993 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

SteelPeak Wealth reported no remaining Martin Marietta Materials position as of Q4 2024 after selling out during the quarter.
SteelPeak Wealth sold 3,201 Martin Marietta Materials shares in Q4 2024, an estimated $1.72M.
SteelPeak Wealth first reported a position in Martin Marietta Materials in Q4 2022 and held it in 6 quarters.
SteelPeak Wealth's Martin Marietta Materials position peaked at $1.72M in Q3 2024.
993 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on SteelPeak Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.