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Connectus Wealth’s Marriott International MAR Stock Holding History

Connectus 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
Q1 		– Sell
-22,163
Closed -$5.01M – 455
2023
Q4 		$5.01M Buy
22,163
+1,002
+5% +$203K 0.1% 163
2023
Q3 		$4.17M Buy
21,161
+1,261
+6% +$251K 0.09% 180
2023
Q2 		$3.66M Buy
19,900
+1,478
+8% +$256K 0.08% 164
2023
Q1 		$3.06M Buy
18,422
+501
+3% +$83.4K 0.08% 186
2022
Q4 		$2.67M Sell
17,921
-172
-1% -$26.5K 0.06% 188
2022
Q3 		$2.54M Sell
18,093
-91
-0.5% -$13.9K 0.05% 239
2022
Q2 		$2.47M Sell
18,184
-60,327
-77% -$9.97M 0.06% 192
2022
Q1 		$13M Sell
78,511
-6,494
-8% -$1.08M 0.41% 70
2021
Q4 		$14M Buy
+85,005
New +$13.4M 0.54% 46

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

Connectus Wealth's MAR Position: Q1 2024 in Review

Connectus Wealth sold out of Marriott International (MAR) in Q1 2024, closing a stake of 22,163 shares — an estimated $5.01M sold.

Connectus Wealth first reported a position in MAR in Q4 2021 and held it in 9 quarters. The position peaked at $14M in Q4 2021. 1,402 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

  • Connectus Wealth reported no remaining Marriott International position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 22,163 Marriott International shares in Q1 2024, an estimated $5.01M.
  • Connectus Wealth first reported a position in Marriott International in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Marriott International position peaked at $14M in Q4 2021.
  • 1,402 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.