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Steward Financial Group’s Martin Marietta Materials MLM Stock Holding History

Steward Financial Group’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
Q3 		$7K Buy
+18
New +$7.96K ﹤0.01% 500
2022
Q3 		– Sell
-2
Closed – – 831
2022
Q2 		$0 Buy
+2
New +$682 ﹤0.01% 1211

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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Steward Financial Group's MLM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Martin Marietta Materials (MLM) in Q3 2023: 18 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MLM as recently as Q2 2022.

Steward Financial Group first reported a position in MLM in Q2 2022 and has held it in 2 quarters since. 813 funds tracked by Wall St. Rank hold MLM as of Q3 2023.

  • Steward Financial Group held 18 shares of Martin Marietta Materials worth $7K as of Q3 2023.
  • Martin Marietta Materials was a new Steward Financial Group position in Q3 2023.
  • Martin Marietta Materials made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #500 holding.
  • Steward Financial Group first reported a position in Martin Marietta Materials in Q2 2022 and has held it in 2 quarters since.
  • 813 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.