YorkBridge Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-491	Closed	-$216K	–	293
2021 Q4	$216K	Buy	+491	New	+$199K	0.05%	271
2019 Q3	–	Sell	-483	Closed	-$111K	–	470
2019 Q2	$111K	Sell	483 -4	-0.8%	-$867	0.05%	267
2019 Q1	$98K	Buy	487 +305	+168%	+$56.9K	0.05%	276
2018 Q4	$31K	Sell	182 -306	-63%	-$54.4K	0.02%	376
2018 Q3	$90K	Buy	+488	New	+$101K	0.04%	297

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

YorkBridge Wealth Partners's MLM Position: Q1 2022 in Review

YorkBridge Wealth Partners sold out of Martin Marietta Materials (MLM) in Q1 2022, closing a stake of 491 shares — an estimated $216K sold.

YorkBridge Wealth Partners first reported a position in MLM in Q3 2018 and held it in 5 quarters. The position peaked at $216K in Q4 2021. 764 funds tracked by Wall St. Rank hold MLM as of Q1 2022.

YorkBridge Wealth Partners reported no remaining Martin Marietta Materials position as of Q1 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 491 Martin Marietta Materials shares in Q1 2022, an estimated $216K.
YorkBridge Wealth Partners first reported a position in Martin Marietta Materials in Q3 2018 and held it in 5 quarters.
YorkBridge Wealth Partners's Martin Marietta Materials position peaked at $216K in Q4 2021.
764 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.