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Wintrust Investments’s Martin Marietta Materials MLM Stock Holding History

Wintrust Investments’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
Q2 		– Sell
-700
Closed -$249K – 444
2023
Q1 		$249K Hold
700
– – 0.03% 297
2022
Q4 		$237K Hold
700
– – 0.03% 328
2022
Q3 		$225K Sell
700
-32
-4% -$10.8K 0.03% 364
2022
Q2 		$219K Buy
732
+32
+5% +$10.9K 0.03% 348
2022
Q1 		$269K Buy
+700
New +$271K 0.03% 343

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wintrust Investments's MLM Position: Q2 2023 in Review

Wintrust Investments sold out of Martin Marietta Materials (MLM) in Q2 2023, closing a stake of 700 shares — an estimated $249K sold.

Wintrust Investments first reported a position in MLM in Q1 2022 and held it in 5 quarters. The position peaked at $269K in Q1 2022. 802 funds tracked by Wall St. Rank hold MLM as of Q2 2023.

  • Wintrust Investments reported no remaining Martin Marietta Materials position as of Q2 2023 after selling out during the quarter.
  • Wintrust Investments sold 700 Martin Marietta Materials shares in Q2 2023, an estimated $249K.
  • Wintrust Investments first reported a position in Martin Marietta Materials in Q1 2022 and held it in 5 quarters.
  • Wintrust Investments's Martin Marietta Materials position peaked at $269K in Q1 2022.
  • 802 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2023.

Based on Wintrust Investments's 13F filing for Q2 2023, filed 10 Aug 2023.