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Westover Capital Advisors’s Martin Marietta Materials MLM Stock Holding History

Westover Capital 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
2018
Q2 		– Sell
-1,415
Closed -$293K – 106
2018
Q1 		$293K Sell
1,415
-531
-27% -$115K 0.16% 95
2017
Q4 		$430K Buy
+1,946
New +$407K 0.24% 89

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Westover Capital Advisors's MLM Position: Q2 2018 in Review

Westover Capital Advisors sold out of Martin Marietta Materials (MLM) in Q2 2018, closing a stake of 1,415 shares — an estimated $293K sold.

Westover Capital Advisors first reported a position in MLM in Q4 2017 and held it in 2 quarters. The position peaked at $430K in Q4 2017. 548 funds tracked by Wall St. Rank hold MLM as of Q2 2018.

  • Westover Capital Advisors reported no remaining Martin Marietta Materials position as of Q2 2018 after selling out during the quarter.
  • Westover Capital Advisors sold 1,415 Martin Marietta Materials shares in Q2 2018, an estimated $293K.
  • Westover Capital Advisors first reported a position in Martin Marietta Materials in Q4 2017 and held it in 2 quarters.
  • Westover Capital Advisors's Martin Marietta Materials position peaked at $430K in Q4 2017.
  • 548 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2018.

Based on Westover Capital Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.