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USA Financial Formulas’s Marten Transport MRTN Stock Holding History

USA Financial Formulas’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-16,042
Closed -$262K – 382
2020
Q3 		$262K Sell
16,042
-6,307
-28% -$112K 0.2% 96
2020
Q2 		$375K Buy
+22,349
New +$351K 0.28% 56
2018
Q3 		– Sell
-6,470
Closed -$98K – 350
2018
Q2 		$98K Hold
6,470
– – 0.02% 289
2018
Q1 		$98K Buy
+6,470
New +$96.1K 0.02% 289

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

USA Financial Formulas's MRTN Position: Q4 2020 in Review

USA Financial Formulas sold out of Marten Transport (MRTN) in Q4 2020, closing a stake of 16,042 shares — an estimated $262K sold.

USA Financial Formulas first reported a position in MRTN in Q1 2018 and held it in 4 quarters. The position peaked at $375K in Q2 2020. 204 funds tracked by Wall St. Rank hold MRTN as of Q4 2020.

  • USA Financial Formulas reported no remaining Marten Transport position as of Q4 2020 after selling out during the quarter.
  • USA Financial Formulas sold 16,042 Marten Transport shares in Q4 2020, an estimated $262K.
  • USA Financial Formulas first reported a position in Marten Transport in Q1 2018 and held it in 4 quarters.
  • USA Financial Formulas's Marten Transport position peaked at $375K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held Marten Transport as of Q4 2020.

Based on USA Financial Formulas's 13F filing for Q4 2020, filed 29 Jan 2021.