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Bouvel Investment Partners’s Marriott International MAR Stock Holding History

Bouvel Investment Partners’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
-11,439
Closed -$2.89M – 80
2024
Q1 		$2.89M Sell
11,439
-47
-0.4% -$11.4K 1.25% 31
2023
Q4 		$2.59M Buy
11,486
+73
+0.6% +$14.8K 1.21% 36
2023
Q3 		$2.24M Sell
11,413
-11,160
-49% -$2.22M 1.21% 37
2023
Q2 		$4.15M Buy
22,573
+610
+3% +$106K 2.27% 13
2023
Q1 		$3.65M Sell
21,963
-64
-0.3% -$10.7K 2.13% 14
2022
Q4 		$3.28M Sell
22,027
-129
-0.6% -$19.9K 2.12% 13
2022
Q3 		$3.1M Buy
22,156
+531
+2% +$81.1K 2.07% 15
2022
Q2 		$2.94M Buy
21,625
+33
+0.2% +$5.45K 2.21% 14
2022
Q1 		$3.79M Buy
21,592
+802
+4% +$133K 2.31% 13
2021
Q4 		$3.44M Sell
20,790
-87
-0.4% -$13.7K 1.93% 17
2021
Q3 		$3.09M Buy
20,877
+553
+3% +$77.2K 1.75% 21
2021
Q2 		$2.77M Buy
20,324
+516
+3% +$74.4K 1.57% 30
2021
Q1 		$2.93M Buy
19,808
+10,056
+103% +$1.37M 1.88% 23
2020
Q4 		$1.29M Buy
+9,752
New +$1.11M 0.91% 53

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

Bouvel Investment Partners's MAR Position: Q2 2024 in Review

Bouvel Investment Partners sold out of Marriott International (MAR) in Q2 2024, closing a stake of 11,439 shares — an estimated $2.89M sold.

Bouvel Investment Partners first reported a position in MAR in Q4 2020 and held it in 14 quarters. The position peaked at $4.15M in Q2 2023. 1,386 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

  • Bouvel Investment Partners reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
  • Bouvel Investment Partners sold 11,439 Marriott International shares in Q2 2024, an estimated $2.89M.
  • Bouvel Investment Partners first reported a position in Marriott International in Q4 2020 and held it in 14 quarters.
  • Bouvel Investment Partners's Marriott International position peaked at $4.15M in Q2 2023.
  • 1,386 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Bouvel Investment Partners's 13F filing for Q2 2024, filed 12 Jul 2024.