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Wealthfront’s Martin Marietta Materials MLM Stock Holding History

Wealthfront’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
2018
Q3 		$205K Sell
1,128
-147
-12% -$30.3K ﹤0.01% 504
2018
Q2 		$285K Sell
1,275
-199
-14% -$42.4K ﹤0.01% 444
2018
Q1 		$306K Sell
1,474
-6
-0.4% -$1.3K ﹤0.01% 437
2017
Q4 		$327K Buy
1,480
+23
+2% +$4.82K ﹤0.01% 419
2017
Q3 		$300K Sell
1,457
-292
-17% -$61.7K ﹤0.01% 422
2017
Q2 		$389K Buy
1,749
+82
+5% +$18.6K 0.01% 331
2017
Q1 		$364K Buy
1,667
+8
+0.5% +$1.76K 0.01% 293
2016
Q4 		$368K Buy
1,659
+289
+21% +$59.4K 0.01% 255
2016
Q3 		$245K Sell
1,370
-40
-3% -$7.64K 0.01% 322
2016
Q2 		$271K Buy
1,410
+150
+12% +$26.8K 0.01% 281
2016
Q1 		$201K Buy
+1,260
New +$173K 0.01% 322
2015
Q4 		– Sell
-977
Closed -$148K – 750
2015
Q3 		$148K Buy
977
+491
+101% +$79.5K 0.01% 333
2015
Q2 		$69K Buy
486
+35
+8% +$5.1K ﹤0.01% 466
2015
Q1 		$63K Buy
451
+185
+70% +$23.8K ﹤0.01% 460
2014
Q4 		$29K Sell
266
-27
-9% -$3.19K ﹤0.01% 525
2014
Q3 		$38K Buy
+293
New +$37.8K ﹤0.01% 456

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Wealthfront's MLM Position: Q3 2018 in Review

Wealthfront reduced its Martin Marietta Materials (MLM) stake by 12% in Q3 2018, selling an estimated $30.3K and leaving 1,128 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Wealthfront first reported a position in MLM in Q3 2014 and has held it in 16 quarters since. The position peaked at $389K in Q2 2017. 537 funds tracked by Wall St. Rank hold MLM as of Q3 2018.

  • Wealthfront held 1,128 shares of Martin Marietta Materials worth $205K as of Q3 2018.
  • Wealthfront sold 147 Martin Marietta Materials shares in Q3 2018, an estimated $30.3K.
  • Martin Marietta Materials made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #504 holding.
  • Wealthfront first reported a position in Martin Marietta Materials in Q3 2014 and has held it in 16 quarters since.
  • Wealthfront's Martin Marietta Materials position peaked at $389K in Q2 2017.
  • 537 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.