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Bar Harbor Wealth Management’s Marriott International MAR Stock Holding History

Bar Harbor Wealth Management’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
2019
Q4 		– Sell
-1,700
Closed -$211K – 298
2019
Q3 		$211K Sell
1,700
-1,938
-53% -$257K 0.02% 289
2019
Q2 		$510K Buy
3,638
+892
+32% +$118K 0.06% 200
2019
Q1 		$343K Buy
2,746
+521
+23% +$61.3K 0.04% 225
2018
Q4 		$242K Sell
2,225
-1,049
-32% -$120K 0.03% 250
2018
Q3 		$432K Buy
3,274
+82
+3% +$10.5K 0.05% 214
2018
Q2 		$404K Buy
3,192
+6
+0.2% +$816 0.05% 216
2018
Q1 		$433K Buy
3,186
+20
+0.6% +$2.8K 0.05% 212
2017
Q4 		$430K Sell
3,166
-428
-12% -$52.5K 0.05% 211
2017
Q3 		$396K Sell
3,594
-185
-5% -$19.1K 0.05% 211
2017
Q2 		$379K Sell
3,779
-2,700
-42% -$270K 0.05% 219
2017
Q1 		$610K Sell
6,479
-1,065
-14% -$92.5K 0.07% 186
2016
Q4 		$624K Sell
7,544
-274
-4% -$20.6K 0.07% 193
2016
Q3 		$526K Buy
7,818
+138
+2% +$9.73K 0.06% 204
2016
Q2 		$510K Buy
7,680
+197
+3% +$13.2K 0.06% 201
2016
Q1 		$533K Buy
7,483
+803
+12% +$52.5K 0.07% 194
2015
Q4 		$448K Sell
6,680
-532
-7% -$38.5K 0.06% 196
2015
Q3 		$492K Hold
7,212
– – 0.07% 191
2015
Q2 		$537K Hold
7,212
– – 0.07% 185
2015
Q1 		$579K Buy
+7,212
New +$575K 0.07% 182

Other funds holding MAR

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bar Harbor Wealth Management's MAR Position: Q4 2019 in Review

Bar Harbor Wealth Management sold out of Marriott International (MAR) in Q4 2019, closing a stake of 1,700 shares — an estimated $211K sold.

Bar Harbor Wealth Management first reported a position in MAR in Q1 2015 and held it in 19 quarters. The position peaked at $624K in Q4 2016. 872 funds tracked by Wall St. Rank hold MAR as of Q4 2019.

  • Bar Harbor Wealth Management reported no remaining Marriott International position as of Q4 2019 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 1,700 Marriott International shares in Q4 2019, an estimated $211K.
  • Bar Harbor Wealth Management first reported a position in Marriott International in Q1 2015 and held it in 19 quarters.
  • Bar Harbor Wealth Management's Marriott International position peaked at $624K in Q4 2016.
  • 872 funds tracked by Wall St. Rank held Marriott International as of Q4 2019.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.