Advisory Research’s Marriott International MAR Stock Holding History

Advisory Research’s Portfolio MAR Stock Details MAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,590	Closed	-$313K	–	418
2023 Q3	$313K	Buy	1,590 +208	+15%	+$41.3K	0.04%	367
2023 Q2	$254K	Buy	+1,382	New	+$240K	0.03%	408
2014 Q2	–	Sell	-1,276	Closed	-$71K	–	530
2014 Q1	$71K	Buy	+1,276	New	+$65.9K	﹤0.01%	460

Other funds holding MAR

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Advisory Research's MAR Position: Q4 2023 in Review

Advisory Research sold out of Marriott International (MAR) in Q4 2023, closing a stake of 1,590 shares — an estimated $313K sold.

Advisory Research first reported a position in MAR in Q1 2014 and held it in 3 quarters. The position peaked at $313K in Q3 2023. 1,343 funds tracked by Wall St. Rank hold MAR as of Q4 2023.

Advisory Research reported no remaining Marriott International position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,590 Marriott International shares in Q4 2023, an estimated $313K.
Advisory Research first reported a position in Marriott International in Q1 2014 and held it in 3 quarters.
Advisory Research's Marriott International position peaked at $313K in Q3 2023.
1,343 funds tracked by Wall St. Rank held Marriott International as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.