Calton & Associates’s Marriott International MAR Stock Holding History

Calton & Associates’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
2021 Q2	–	Sell	-1,424	Closed	-$211K	–	423
2021 Q1	$211K	Buy	+1,424	New	+$194K	0.04%	366
2020 Q1	–	Sell	-1,457	Closed	-$221K	–	349
2019 Q4	$221K	Buy	+1,457	New	+$195K	0.04%	320
2019 Q3	–	Sell	-1,498	Closed	-$210K	–	350
2019 Q2	$210K	Buy	+1,498	New	+$199K	0.06%	254
2018 Q4	–	Sell	-1,578	Closed	-$208K	–	267
2018 Q3	$208K	Sell	1,578 -223	-12%	-$28.5K	0.06%	260
2018 Q2	$219K	Sell	1,801 -146	-7%	-$19.8K	0.06%	249
2018 Q1	$265K	Buy	1,947 +182	+10%	+$25.5K	0.08%	260
2017 Q4	$257K	Buy	+1,765	New	+$217K	0.06%	282

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Calton & Associates's MAR Position: Q2 2021 in Review

Calton & Associates sold out of Marriott International (MAR) in Q2 2021, closing a stake of 1,424 shares — an estimated $211K sold.

Calton & Associates first reported a position in MAR in Q4 2017 and held it in 7 quarters. The position peaked at $265K in Q1 2018. 1,014 funds tracked by Wall St. Rank hold MAR as of Q2 2021.

Calton & Associates reported no remaining Marriott International position as of Q2 2021 after selling out during the quarter.
Calton & Associates sold 1,424 Marriott International shares in Q2 2021, an estimated $211K.
Calton & Associates first reported a position in Marriott International in Q4 2017 and held it in 7 quarters.
Calton & Associates's Marriott International position peaked at $265K in Q1 2018.
1,014 funds tracked by Wall St. Rank held Marriott International as of Q2 2021.

Based on Calton & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.