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Sutton Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Sutton Wealth Advisors’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 		$7.8K Buy
19
+11
+138% +$4.86K ﹤0.01% 516
2023
Q2 		$3.69K Hold
8
– – ﹤0.01% 611
2023
Q1 		$2.84K Sell
8
-87
-92% -$30.5K ﹤0.01% 597
2022
Q4 		$32.1K Hold
95
– – 0.01% 526
2022
Q3 		$30.6K Buy
95
+1
+1% +$339 0.01% 518
2022
Q2 		$28.1K Sell
94
-9
-9% -$3.07K 0.01% 549
2022
Q1 		$39.6K Buy
103
+3
+3% +$1.16K 0.01% 481
2021
Q4 		$44.1K Buy
100
+5
+5% +$2.03K 0.01% 458
2021
Q3 		$32.5K Buy
95
+1
+1% +$364 0.01% 531
2021
Q2 		$33.1K Hold
94
– – 0.01% 540
2021
Q1 		$31.6K Hold
94
– – 0.01% 531
2020
Q4 		$26.7K Hold
94
– – 0.01% 530
2020
Q3 		$22.1K Hold
94
– – 0.01% 515
2020
Q2 		$19.4K Hold
94
– – 0.01% 541
2020
Q1 		$17.8K Hold
94
– – 0.01% 507
2019
Q4 		$26.3K Hold
94
– – 0.01% 500
2019
Q3 		$25.8K Hold
94
– – 0.01% 493
2019
Q2 		$21.6K Hold
94
– – 0.01% 549
2019
Q1 		$18.9K Hold
94
– – 0.01% 587
2018
Q4 		$16.2K Hold
94
– – 0.01% 592
2018
Q3 		$17.1K Hold
94
– – 0.01% 648
2018
Q2 		$21K Hold
94
– – 0.01% 570
2018
Q1 		$19.5K Hold
94
– – 0.01% 576
2017
Q4 		$20.8K Hold
94
– – 0.02% 547
2017
Q3 		$19.4K Hold
94
– – 0.01% 556
2017
Q2 		$20.9K Hold
94
– – 0.02% 512
2017
Q1 		$20.5K Hold
94
– – 0.02% 509
2016
Q4 		$20.8K Hold
94
– – 0.02% 482
2016
Q3 		$16.8K Hold
94
– – 0.02% 509
2016
Q2 		$18K Hold
94
– – 0.02% 472
2016
Q1 		$15K Buy
+94
New +$12.9K 0.01% 508

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

Sutton Wealth Advisors's MLM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Martin Marietta Materials (MLM) stake by 138% in Q3 2023, buying an estimated $4.86K and bringing the position to 19 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Sutton Wealth Advisors first reported a position in MLM in Q1 2016 and has held it in 31 quarters since. The position peaked at $44.1K in Q4 2021. 814 funds tracked by Wall St. Rank hold MLM as of Q3 2023.

  • Sutton Wealth Advisors held 19 shares of Martin Marietta Materials worth $7.8K as of Q3 2023.
  • Sutton Wealth Advisors bought 11 Martin Marietta Materials shares in Q3 2023, an estimated $4.86K.
  • Martin Marietta Materials made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #516 holding.
  • Sutton Wealth Advisors first reported a position in Martin Marietta Materials in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Martin Marietta Materials position peaked at $44.1K in Q4 2021.
  • 814 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.