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Tanglewood Legacy Advisors’s Martin Marietta Materials MLM Stock Holding History

Tanglewood Legacy 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
2024
Q3 		– Sell
-500
Closed -$271K – 285
2024
Q2 		$271K Hold
500
– – 0.13% 72
2024
Q1 		$307K Hold
500
– – 0.15% 70
2023
Q4 		$249K Hold
500
– – 0.14% 73
2023
Q3 		$205K Hold
500
– – 0.12% 80
2023
Q2 		$231K Hold
500
– – 0.13% 75
2023
Q1 		$178K Hold
500
– – 0.11% 77
2022
Q4 		$169K Buy
+500
New +$171K 0.12% 66

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tanglewood Legacy Advisors's MLM Position: Q3 2024 in Review

Tanglewood Legacy Advisors sold out of Martin Marietta Materials (MLM) in Q3 2024, closing a stake of 500 shares — an estimated $271K sold.

Tanglewood Legacy Advisors first reported a position in MLM in Q4 2022 and held it in 7 quarters. The position peaked at $307K in Q1 2024. 944 funds tracked by Wall St. Rank hold MLM as of Q3 2024.

  • Tanglewood Legacy Advisors reported no remaining Martin Marietta Materials position as of Q3 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 500 Martin Marietta Materials shares in Q3 2024, an estimated $271K.
  • Tanglewood Legacy Advisors first reported a position in Martin Marietta Materials in Q4 2022 and held it in 7 quarters.
  • Tanglewood Legacy Advisors's Martin Marietta Materials position peaked at $307K in Q1 2024.
  • 944 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.