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Cedar Brook Financial Partners’s Marriott International MAR Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-2,397
Closed -$605K – 252
2024
Q1 		$605K Buy
2,397
+4
+0.2% +$969 0.12% 179
2023
Q4 		$543K Buy
2,393
+2
+0.1% +$405 0.12% 183
2023
Q3 		$470K Sell
2,391
-12
-0.5% -$2.38K 0.12% 181
2023
Q2 		$441K Buy
2,403
+414
+21% +$71.8K 0.11% 202
2023
Q1 		$330K Buy
1,989
+22
+1% +$3.66K 0.08% 252
2022
Q4 		$293K Sell
1,967
-8
-0.4% -$1.23K 0.08% 270
2022
Q3 		$277K Sell
1,975
-2
-0.1% -$306 0.09% 252
2022
Q2 		$269K Sell
1,977
-109
-5% -$18K 0.08% 262
2022
Q1 		$367K Buy
2,086
+39
+2% +$6.48K 0.1% 227
2021
Q4 		$338K Sell
2,047
-19
-0.9% -$2.99K 0.09% 251
2021
Q3 		$306K Sell
2,066
-26
-1% -$3.63K 0.09% 244
2021
Q2 		$286K Buy
2,092
+26
+1% +$3.75K 0.08% 283
2021
Q1 		$306K Sell
2,066
-85
-4% -$11.6K 0.11% 219
2020
Q4 		$284K Buy
+2,151
New +$246K 0.1% 224
2020
Q1 		– Sell
-1,601
Closed -$242K – 278
2019
Q4 		$242K Buy
+1,601
New +$215K 0.1% 242
2019
Q3 		– Sell
-1,522
Closed -$214K – 316
2019
Q2 		$214K Buy
+1,522
New +$202K 0.1% 271

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 $3.38T AUM 44.17% 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

Cedar Brook Financial Partners's MAR Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Marriott International (MAR) in Q2 2024, closing a stake of 2,397 shares — an estimated $605K sold.

Cedar Brook Financial Partners first reported a position in MAR in Q2 2019 and held it in 16 quarters. The position peaked at $605K in Q1 2024. 1,387 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,397 Marriott International shares in Q2 2024, an estimated $605K.
  • Cedar Brook Financial Partners first reported a position in Marriott International in Q2 2019 and held it in 16 quarters.
  • Cedar Brook Financial Partners's Marriott International position peaked at $605K in Q1 2024.
  • 1,387 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.