Surevest’s Martin Marietta Materials MLM Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	469
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	507
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	480
2021 Q4	$1K	Buy	+2	New	+$811	﹤0.01%	487

Other funds holding MLM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Surevest's MLM Position: Q3 2022 in Review

Surevest held its Martin Marietta Materials (MLM) position steady in Q3 2022 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Surevest first reported a position in MLM in Q4 2021 and has held it in 4 quarters since. 735 funds tracked by Wall St. Rank hold MLM as of Q3 2022.

Surevest held 2 shares of Martin Marietta Materials worth $1K as of Q3 2022.
Surevest left its Martin Marietta Materials share count unchanged in Q3 2022.
Martin Marietta Materials made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #469 holding.
Surevest first reported a position in Martin Marietta Materials in Q4 2021 and has held it in 4 quarters since.
735 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.