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TrueWealth LLC’s Martin Marietta Materials MLM Stock Holding History

TrueWealth LLC’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
-31
Closed -$9K – 766
2019
Q4 		$9K Hold
31
– – ﹤0.01% 478
2019
Q3 		$8K Hold
31
– – ﹤0.01% 490
2019
Q2 		$7K Hold
31
– – ﹤0.01% 518
2019
Q1 		$6K Hold
31
– – ﹤0.01% 544
2018
Q4 		$5K Sell
31
-50
-62% -$8.88K ﹤0.01% 550
2018
Q3 		$15K Hold
81
– – 0.01% 419
2018
Q2 		$18K Hold
81
– – 0.01% 402
2018
Q1 		$17K Hold
81
– – 0.01% 383
2017
Q4 		$18K Buy
+81
New +$17K 0.01% 409

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
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
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TrueWealth LLC's MLM Position: Q1 2020 in Review

TrueWealth LLC sold out of Martin Marietta Materials (MLM) in Q1 2020, closing a stake of 31 shares — an estimated $9K sold.

TrueWealth LLC first reported a position in MLM in Q4 2017 and held it in 9 quarters. The position peaked at $18K in Q2 2018. 582 funds tracked by Wall St. Rank hold MLM as of Q1 2020.

  • TrueWealth LLC reported no remaining Martin Marietta Materials position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 31 Martin Marietta Materials shares in Q1 2020, an estimated $9K.
  • TrueWealth LLC first reported a position in Martin Marietta Materials in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's Martin Marietta Materials position peaked at $18K in Q2 2018.
  • 582 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.