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Union Point Advisors’s Martin Marietta Materials MLM Stock Holding History

Union Point 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
2014
Q1 		– Sell
-13,700
Closed -$1.37M – 36
2013
Q4 		$1.37M Buy
+13,700
New +$1.35M 1.33% 25

Other funds holding MLM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Union Point Advisors's MLM Position: Q1 2014 in Review

Union Point Advisors sold out of Martin Marietta Materials (MLM) in Q1 2014, closing a stake of 13,700 shares — an estimated $1.37M sold.

Union Point Advisors first reported a position in MLM in Q4 2013 and held it in 1 quarter. The position peaked at $1.37M in Q4 2013. 282 funds tracked by Wall St. Rank hold MLM as of Q1 2014.

  • Union Point Advisors reported no remaining Martin Marietta Materials position as of Q1 2014 after selling out during the quarter.
  • Union Point Advisors sold 13,700 Martin Marietta Materials shares in Q1 2014, an estimated $1.37M.
  • Union Point Advisors first reported a position in Martin Marietta Materials in Q4 2013 and held it in 1 quarter.
  • Union Point Advisors's Martin Marietta Materials position peaked at $1.37M in Q4 2013.
  • 282 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2014.

Based on Union Point Advisors's 13F filing for Q1 2014, filed 14 May 2014.