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Cassady Schiller Wealth Management’s Marriott International MAR Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$3.07K Buy
+11
New +$3.02K ﹤0.01% 504
2022
Q1 		– Sell
-12
Closed -$2K – 390
2021
Q4 		$2K Buy
+12
New +$1.89K ﹤0.01% 403

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Cassady Schiller Wealth Management's MAR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Marriott International (MAR) in Q4 2024: 11 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MAR as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in MAR in Q4 2021 and has held it in 2 quarters since. 1,528 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

  • Cassady Schiller Wealth Management held 11 shares of Marriott International worth $3.07K as of Q4 2024.
  • Marriott International was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Marriott International made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #504 holding.
  • Cassady Schiller Wealth Management first reported a position in Marriott International in Q4 2021 and has held it in 2 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.