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BSW
Buckingham Strategic Wealth’s
Marriott International
MAR
Stock Holding History
Buckingham Strategic 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
Q2
$4.38M
Hold
18,120
–
–
0.05%
157
2024
Q1
$4.57M
Buy
18,120
+1,965
+12%
+$476K
0.05%
158
2023
Q4
$3.64M
Sell
16,155
-32
-0.2%
-$6.49K
0.04%
167
2023
Q3
$3.18M
Buy
16,187
+1
+0%
+$199
0.05%
167
2023
Q2
$2.97M
Sell
16,186
-203
-1%
-$35.2K
0.04%
178
2023
Q1
$2.44M
Hold
16,389
–
–
0.04%
167
2022
Q4
$2.44M
Buy
16,389
+66
+0.4%
+$10.2K
0.04%
167
2022
Q3
$2.29M
Sell
16,323
-1,846
-10%
-$282K
0.05%
162
2022
Q2
$2.47M
Buy
+18,169
New
+$3M
0.05%
159
2021
Q1
–
Sell
-6,419
Closed
-$847K
–
564
2020
Q4
$847K
Buy
6,419
+277
+5%
+$31.6K
0.04%
242
2020
Q3
$569K
Buy
6,142
+22
+0.4%
+$2.08K
0.04%
243
2020
Q2
$525K
Sell
6,120
-663
-10%
-$57.6K
0.05%
213
2020
Q1
$507K
Buy
6,783
+36
+0.5%
+$4.48K
0.05%
247
2019
Q4
$1.02M
Buy
+6,747
New
+$904K
0.1%
156
Other funds holding MAR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fundsmith LLP
London, United Kingdom
$12.8B AUM
6.9%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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