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AIA
Avalon Investment & Advisory’s
Marriott International
MAR
Stock Holding History
Avalon Investment & Advisory’s Portfolio
MAR Stock Details
MAR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
$918K
Buy
5,527
+669
+14%
+$111K
0.03%
210
2022
Q4
$723K
Sell
4,858
-24
-0.5%
-$3.69K
0.02%
226
2022
Q3
$684K
Sell
4,882
-125
-2%
-$19.1K
0.02%
219
2022
Q2
$681K
Sell
5,007
-5,175
-51%
-$855K
0.02%
218
2022
Q1
$1.79M
Sell
10,182
-153
-1%
-$25.4K
0.04%
174
2021
Q4
$1.71M
Sell
10,335
-1,381
-12%
-$217K
0.04%
181
2021
Q3
$1.74M
Sell
11,716
-454
-4%
-$63.4K
0.04%
200
2021
Q2
$1.66M
Buy
12,170
+13
+0.1%
+$1.87K
0.04%
208
2021
Q1
$1.8M
Buy
12,157
+467
+4%
+$63.8K
0.04%
200
2020
Q4
$1.54M
Buy
11,690
+4,878
+72%
+$557K
0.03%
219
2020
Q3
$631K
Buy
6,812
+4,463
+190%
+$421K
0.01%
251
2020
Q2
$201K
Buy
+2,349
New
+$204K
﹤0.01%
295
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
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
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Eagle Capital Management (New York)
New York
$29.8B AUM
12.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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