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Blodgett Wealth Advisors’s Marriott International MAR Stock Holding History

Blodgett Wealth 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
2024
Q2 		– Sell
-836
Closed -$211K – 64
2024
Q1 		$211K Sell
836
-300
-26% -$72.7K 0.19% 61
2023
Q4 		$256K Sell
1,136
-250
-18% -$50.7K 0.26% 51
2023
Q3 		$272K Buy
1,386
+1
+0.1% +$199 0.3% 48
2023
Q2 		$254K Hold
1,385
– – 0.26% 49
2023
Q1 		$230K Hold
1,385
– – 0.27% 52
2022
Q4 		$206K Buy
+1,385
New +$213K 0.25% 60
2022
Q3 		– Sell
-1,585
Closed -$216K – 66
2022
Q2 		$216K Sell
1,585
-1,100
-41% -$182K 0.24% 63
2022
Q1 		$472K Sell
2,685
-50
-2% -$8.31K 0.39% 47
2021
Q4 		$452K Buy
+2,735
New +$430K 0.35% 54

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Blodgett Wealth Advisors's MAR Position: Q2 2024 in Review

Blodgett Wealth Advisors sold out of Marriott International (MAR) in Q2 2024, closing a stake of 836 shares — an estimated $211K sold.

Blodgett Wealth Advisors first reported a position in MAR in Q4 2021 and held it in 9 quarters. The position peaked at $472K in Q1 2022. 1,385 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

  • Blodgett Wealth Advisors reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
  • Blodgett Wealth Advisors sold 836 Marriott International shares in Q2 2024, an estimated $211K.
  • Blodgett Wealth Advisors first reported a position in Marriott International in Q4 2021 and held it in 9 quarters.
  • Blodgett Wealth Advisors's Marriott International position peaked at $472K in Q1 2022.
  • 1,385 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.