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Caliber Wealth Management (Utah)’s Marriott International MAR Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$3.19M Sell
12,641
-110
-0.9% -$26.6K 1.7% 17
2023
Q4 		$2.88M Buy
12,751
+525
+4% +$106K 1.69% 19
2023
Q3 		$2.4M Buy
12,226
+219
+2% +$43.5K 1.62% 21
2023
Q2 		$2.21M Buy
12,007
+559
+5% +$97K 1.48% 23
2023
Q1 		$1.9M Buy
11,448
+2,766
+32% +$461K 1.42% 34
2022
Q4 		$1.29M Sell
8,682
-1,941
-18% -$299K 0.99% 45
2022
Q3 		$1.49M Sell
10,623
-23
-0.2% -$3.51K 1.18% 40
2022
Q2 		$1.45M Buy
10,646
+1,048
+11% +$173K 1.13% 40
2022
Q1 		$1.69M Buy
9,598
+839
+10% +$139K 1.08% 44
2021
Q4 		$1.43M Buy
8,759
+1,340
+18% +$211K 0.99% 47
2021
Q3 		$1.18M Buy
7,419
+1,553
+26% +$217K 0.83% 53
2021
Q2 		$801K Buy
+5,866
New +$846K 0.57% 61

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Caliber Wealth Management (Utah)'s MAR Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its Marriott International (MAR) stake by 0.86% in Q1 2024, selling an estimated $26.6K and leaving 12,641 shares worth $3.19M. The position accounts for 1.7% of the portfolio, ranked #17.

Caliber Wealth Management (Utah) first reported a position in MAR in Q2 2021 and has held it in 12 quarters since. 1,402 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

  • Caliber Wealth Management (Utah) held 12,641 shares of Marriott International worth $3.19M as of Q1 2024.
  • Caliber Wealth Management (Utah) sold 110 Marriott International shares in Q1 2024, an estimated $26.6K.
  • Marriott International made up 1.7% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #17 holding.
  • Caliber Wealth Management (Utah) first reported a position in Marriott International in Q2 2021 and has held it in 12 quarters since.
  • 1,402 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.