Winch Advisory Services’s Martin Marietta Materials MLM Stock Holding History

Winch Advisory Services’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
2022 Q2	–	Sell	-3	Closed	-$1K	–	460
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	422
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	439
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	452
2021 Q2	$1K	Buy	+3	New	+$1.07K	﹤0.01%	456
2019 Q3	–	Sell	-1,795	Closed	-$413K	–	394
2019 Q2	$413K	Sell	1,795 -7	-0.4%	-$1.52K	0.22%	48
2019 Q1	$363K	Sell	1,802 -20	-1%	-$3.73K	0.2%	55
2018 Q4	$313K	Sell	1,822 -274	-13%	-$48.7K	0.17%	58
2018 Q3	$381K	Buy	2,096 +27	+1%	+$5.57K	0.19%	62
2018 Q2	$462K	Buy	2,069 +786	+61%	+$168K	0.25%	58
2018 Q1	$266K	Buy	1,283 +1,256	+4,652%	+$272K	0.16%	69
2017 Q4	$6K	Hold	27	–	–	﹤0.01%	208
2017 Q3	$6K	Hold	27	–	–	﹤0.01%	195
2017 Q2	$6K	Hold	27	–	–	﹤0.01%	213
2017 Q1	$6K	Buy	+27	New	+$5.96K	﹤0.01%	199
2015 Q4	–	Sell	-30	Closed	-$5K	–	275
2015 Q3	$5K	Buy	+30	New	+$4.86K	0.01%	157

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Winch Advisory Services's MLM Position: Q2 2022 in Review

Winch Advisory Services sold out of Martin Marietta Materials (MLM) in Q2 2022, closing a stake of 3 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in MLM in Q3 2015 and held it in 15 quarters. The position peaked at $462K in Q2 2018. 727 funds tracked by Wall St. Rank hold MLM as of Q2 2022.

Winch Advisory Services reported no remaining Martin Marietta Materials position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 3 Martin Marietta Materials shares in Q2 2022, an estimated $1K.
Winch Advisory Services first reported a position in Martin Marietta Materials in Q3 2015 and held it in 15 quarters.
Winch Advisory Services's Martin Marietta Materials position peaked at $462K in Q2 2018.
727 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.