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WealthPLAN Partners’s Martin Marietta Materials MLM Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-154
Closed -$71.1K – 807
2023
Q2 		$71.1K Hold
154
– – 0.01% 449
2023
Q1 		$54.7K Buy
+154
New +$54K 0.01% 537

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Aristotle Capital Management
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WealthPLAN Partners's MLM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Martin Marietta Materials (MLM) in Q3 2023, closing a stake of 154 shares — an estimated $71.1K sold.

WealthPLAN Partners first reported a position in MLM in Q1 2023 and held it in 2 quarters. The position peaked at $71.1K in Q2 2023. 814 funds tracked by Wall St. Rank hold MLM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Martin Marietta Materials position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 154 Martin Marietta Materials shares in Q3 2023, an estimated $71.1K.
  • WealthPLAN Partners first reported a position in Martin Marietta Materials in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Martin Marietta Materials position peaked at $71.1K in Q2 2023.
  • 814 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.