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Bison Wealth’s Marriott International MAR Stock Holding History

Bison Wealth’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
2024
Q4 		$596K Sell
2,137
-938
-31% -$258K 0.13% 132
2024
Q3 		$765K Sell
3,075
-2,690
-47% -$626K 0.12% 169
2024
Q2 		$1.45M Hold
5,765
– – 0.24% 106
2024
Q1 		$1.45M Sell
5,765
-2,524
-30% -$611K 0.24% 106
2023
Q4 		$1.87M Buy
8,289
+176
+2% +$35.7K 0.33% 75
2023
Q3 		$1.59M Sell
8,113
-1,367
-14% -$272K 0.31% 86
2023
Q2 		$1.74M Buy
9,480
+2,470
+35% +$429K 0.32% 79
2023
Q1 		$1.22M Sell
7,010
-674
-9% -$112K 0.38% 73
2022
Q4 		$1.32M Sell
7,684
-2,642
-26% -$407K 0.42% 76
2022
Q3 		$1.45M Buy
10,326
+8,618
+505% +$1.32M 0.57% 51
2022
Q2 		$232K Buy
1,708
+83
+5% +$13.7K 0.13% 164
2022
Q1 		$286K Sell
1,625
-85
-5% -$14.1K 0.15% 166
2021
Q4 		$283K Sell
1,710
-27
-2% -$4.25K 0.16% 144
2021
Q3 		$257K Hold
1,737
– – 0.12% 201
2021
Q2 		$237K Buy
1,737
+267
+18% +$38.5K 0.1% 212
2021
Q1 		$218K Buy
+1,470
New +$201K 0.09% 226
2020
Q1 		– Sell
-1,645
Closed -$249K – 374
2019
Q4 		$249K Buy
+1,645
New +$220K 0.12% 189
2019
Q1 		– Sell
-2,415
Closed -$262K – 229
2018
Q4 		$262K Buy
2,415
+166
+7% +$19.1K 0.19% 154
2018
Q3 		$297K Sell
2,249
-137
-6% -$17.5K 0.19% 152
2018
Q2 		$302K Hold
2,386
– – 0.23% 140
2018
Q1 		$324K Buy
2,386
+302
+14% +$42.3K 0.25% 122
2017
Q4 		$283K Buy
+2,084
New +$256K 0.21% 139

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Bison Wealth's MAR Position: Q4 2024 in Review

Bison Wealth reduced its Marriott International (MAR) stake by 31% in Q4 2024, selling an estimated $258K and leaving 2,137 shares worth $596K. The position accounts for 0.13% of the portfolio, ranked #132.

Bison Wealth first reported a position in MAR in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.87M in Q4 2023. 1,529 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

  • Bison Wealth held 2,137 shares of Marriott International worth $596K as of Q4 2024.
  • Bison Wealth sold 938 Marriott International shares in Q4 2024, an estimated $258K.
  • Marriott International made up 0.13% of Bison Wealth's portfolio in Q4 2024, its #132 holding.
  • Bison Wealth first reported a position in Marriott International in Q4 2017 and has held it in 22 quarters since.
  • Bison Wealth's Marriott International position peaked at $1.87M in Q4 2023.
  • 1,529 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.