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CIC Wealth’s Marriott International MAR Stock Holding History

CIC 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
Q3 		$459K Sell
1,846
-8
-0.4% -$1.86K 0.12% 104
2024
Q2 		$448K Buy
1,854
+8
+0.4% +$1.92K 0.12% 105
2024
Q1 		$466K Sell
1,846
-78
-4% -$18.9K 0.14% 100
2023
Q4 		$434K Hold
1,924
– – 0.14% 98
2023
Q3 		$378K Buy
1,924
+745
+63% +$148K 0.14% 103
2023
Q2 		$217K Buy
+1,179
New +$205K 0.07% 146

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIC Wealth's MAR Position: Q3 2024 in Review

CIC Wealth reduced its Marriott International (MAR) stake by 0.43% in Q3 2024, selling an estimated $1.86K and leaving 1,846 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #104.

CIC Wealth first reported a position in MAR in Q2 2023 and has held it in 6 quarters since. The position peaked at $466K in Q1 2024. 1,404 funds tracked by Wall St. Rank hold MAR as of Q3 2024.

  • CIC Wealth held 1,846 shares of Marriott International worth $459K as of Q3 2024.
  • CIC Wealth sold 8 Marriott International shares in Q3 2024, an estimated $1.86K.
  • Marriott International made up 0.12% of CIC Wealth's portfolio in Q3 2024, its #104 holding.
  • CIC Wealth first reported a position in Marriott International in Q2 2023 and has held it in 6 quarters since.
  • CIC Wealth's Marriott International position peaked at $466K in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Marriott International as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.