Berman Capital Advisors’s Marriott International MAR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$207K	Sell	1,402 -87	-6%	-$12.1K	0.03%	257
2021 Q2	$203K	Buy	1,489 +303	+26%	+$43.7K	0.03%	232
2021 Q1	$175K	Sell	1,186 -391	-25%	-$53.4K	0.04%	205
2020 Q4	$208K	Buy	1,577 +4	+0.3%	+$457	0.05%	160
2020 Q3	$145K	Sell	1,573 -68	-4%	-$6.42K	0.04%	182
2020 Q2	$140K	Sell	1,641 -18	-1%	-$1.56K	0.04%	184
2020 Q1	$123K	Sell	1,659 -764	-32%	-$95K	0.04%	170
2019 Q4	$366K	Sell	2,423 -2	-0.1%	-$268	0.11%	89
2019 Q3	$301K	Buy	2,425 +12	+0.5%	+$1.59K	0.09%	103
2019 Q2	$338K	Sell	2,413 -6	-0.2%	-$796	0.11%	90
2019 Q1	$302K	Sell	2,419 -492	-17%	-$57.9K	0.1%	95
2018 Q4	$315K	Buy	+2,911	New	+$334K	0.12%	72

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Berman Capital Advisors's MAR Position: Q3 2021 in Review

Berman Capital Advisors reduced its Marriott International (MAR) stake by 5.8% in Q3 2021, selling an estimated $12.1K and leaving 1,402 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #257.

Berman Capital Advisors first reported a position in MAR in Q4 2018 and has held it in 12 quarters since. The position peaked at $366K in Q4 2019. 996 funds tracked by Wall St. Rank hold MAR as of Q3 2021.

Berman Capital Advisors held 1,402 shares of Marriott International worth $207K as of Q3 2021.
Berman Capital Advisors sold 87 Marriott International shares in Q3 2021, an estimated $12.1K.
Marriott International made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #257 holding.
Berman Capital Advisors first reported a position in Marriott International in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Marriott International position peaked at $366K in Q4 2019.
996 funds tracked by Wall St. Rank held Marriott International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.