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Websterrogers Financial Advisors’s Martin Marietta Materials MLM Stock Holding History

Websterrogers Financial 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
2021
Q3 		– Sell
-844
Closed -$287K – 64
2021
Q2 		$287K Hold
844
– – 0.07% 48
2021
Q1 		$283K Hold
844
– – 0.08% 42
2020
Q4 		$259K Buy
+844
New +$225K 0.08% 43

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Websterrogers Financial Advisors's MLM Position: Q3 2021 in Review

Websterrogers Financial Advisors sold out of Martin Marietta Materials (MLM) in Q3 2021, closing a stake of 844 shares — an estimated $287K sold.

Websterrogers Financial Advisors first reported a position in MLM in Q4 2020 and held it in 3 quarters. The position peaked at $287K in Q2 2021. 698 funds tracked by Wall St. Rank hold MLM as of Q3 2021.

  • Websterrogers Financial Advisors reported no remaining Martin Marietta Materials position as of Q3 2021 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 844 Martin Marietta Materials shares in Q3 2021, an estimated $287K.
  • Websterrogers Financial Advisors first reported a position in Martin Marietta Materials in Q4 2020 and held it in 3 quarters.
  • Websterrogers Financial Advisors's Martin Marietta Materials position peaked at $287K in Q2 2021.
  • 698 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2021.

Based on Websterrogers Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.