TRUE Private Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

TRUE Private 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
2020 Q1	–	Sell	-1,210	Closed	-$338K	–	768
2019 Q4	$338K	Hold	1,210	–	–	0.05%	163
2019 Q3	$331K	Hold	1,210	–	–	0.06%	150
2019 Q2	$278K	Hold	1,210	–	–	0.05%	163
2019 Q1	$243K	Sell	1,210 -31	-2%	-$5.79K	0.05%	180
2018 Q4	$213K	Sell	1,241 -134	-10%	-$23.8K	0.04%	217
2018 Q3	$250K	Hold	1,375	–	–	0.04%	238
2018 Q2	$307K	Hold	1,375	–	–	0.05%	204
2018 Q1	$285K	Hold	1,375	–	–	0.05%	188
2017 Q4	$303K	Hold	1,375	–	–	0.05%	181
2017 Q3	$283K	Buy	1,375 +180	+15%	+$38K	0.06%	125
2017 Q2	$265K	Hold	1,195	–	–	0.06%	127
2017 Q1	$264K	Hold	1,195	–	–	0.06%	119
2016 Q4	$275K	Hold	1,195	–	–	0.07%	117
2016 Q3	$205K	Hold	1,195	–	–	0.07%	137
2016 Q2	$229K	Buy	+1,195	New	+$214K	0.08%	125

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

Select Equity Group New York $20.2B AUM 17.52% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

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

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

TRUE Private Wealth Advisors's MLM Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q1 2020, closing a stake of 1,210 shares — an estimated $338K sold.

TRUE Private Wealth Advisors first reported a position in MLM in Q2 2016 and held it in 15 quarters. The position peaked at $338K in Q4 2019. 582 funds tracked by Wall St. Rank hold MLM as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Martin Marietta Materials position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,210 Martin Marietta Materials shares in Q1 2020, an estimated $338K.
TRUE Private Wealth Advisors first reported a position in Martin Marietta Materials in Q2 2016 and held it in 15 quarters.
TRUE Private Wealth Advisors's Martin Marietta Materials position peaked at $338K in Q4 2019.
582 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.