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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
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

Buckingham Strategic Wealth's MAR Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Marriott International (MAR) position steady in Q2 2024 at 18,120 shares worth $4.38M. The position accounts for 0.05% of the portfolio, ranked #157.

Buckingham Strategic Wealth first reported a position in MAR in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.57M in Q1 2024. 1,385 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

  • Buckingham Strategic Wealth held 18,120 shares of Marriott International worth $4.38M as of Q2 2024.
  • Buckingham Strategic Wealth left its Marriott International share count unchanged in Q2 2024.
  • Marriott International made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #157 holding.
  • Buckingham Strategic Wealth first reported a position in Marriott International in Q4 2019 and has held it in 14 quarters since.
  • Buckingham Strategic Wealth's Marriott International position peaked at $4.57M in Q1 2024.
  • 1,385 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.