Winslow Evans & Crocker’s Martin Marietta Materials MLM Stock Holding History

Winslow Evans & Crocker’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
2020 Q1	–	Sell	-1,956	Closed	-$548K	–	1154
2019 Q4	$548K	Buy	1,956 +1,756	+878%	+$468K	0.14%	155
2019 Q3	$56K	Hold	200	–	–	0.02%	479
2019 Q2	$48K	Sell	200 -12	-6%	-$2.6K	0.01%	514
2019 Q1	$46K	Buy	212 +12	+6%	+$2.24K	0.01%	508
2018 Q4	$36K	Hold	200	–	–	0.01%	518
2018 Q3	$38K	Hold	200	–	–	0.01%	536
2018 Q2	$46K	Hold	200	–	–	0.01%	512
2018 Q1	$41.5K	Hold	200	–	–	0.01%	522
2017 Q4	$44.2K	Hold	200	–	–	0.01%	518
2017 Q3	$41.2K	Hold	200	–	–	0.01%	522
2017 Q2	$44.5K	Hold	200	–	–	0.01%	575
2017 Q1	$43.6K	Buy	+200	New	+$44.1K	0.01%	564
2016 Q3	–	Sell	-1,826	Closed	-$350K	–	1309
2016 Q2	$350K	Buy	+1,826	New	+$327K	0.1%	194

Other funds holding MLM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Winslow Evans & Crocker's MLM Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of Martin Marietta Materials (MLM) in Q1 2020, closing a stake of 1,956 shares — an estimated $548K sold.

Winslow Evans & Crocker first reported a position in MLM in Q2 2016 and held it in 13 quarters. The position peaked at $548K in Q4 2019. 581 funds tracked by Wall St. Rank hold MLM as of Q1 2020.

Winslow Evans & Crocker reported no remaining Martin Marietta Materials position as of Q1 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 1,956 Martin Marietta Materials shares in Q1 2020, an estimated $548K.
Winslow Evans & Crocker first reported a position in Martin Marietta Materials in Q2 2016 and held it in 13 quarters.
Winslow Evans & Crocker's Martin Marietta Materials position peaked at $548K in Q4 2019.
581 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.