Crescent Grove Advisors’s Marriott International MAR Stock Holding History

Crescent Grove Advisors’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
2025 Q1	–	Sell	-2,648	Closed	-$739K	–	282
2024 Q4	$739K	Buy	2,648 +10	+0.4%	+$2.75K	0.07%	130
2024 Q3	$656K	Buy	2,638 +7	+0.3%	+$1.63K	0.07%	148
2024 Q2	$636K	Buy	2,631 +7	+0.3%	+$1.68K	0.07%	146
2024 Q1	$662K	Buy	2,624 +5	+0.2%	+$1.21K	0.07%	152
2023 Q4	$591K	Buy	2,619 +6	+0.2%	+$1.22K	0.07%	156
2023 Q3	$514K	Buy	+2,613	New	+$519K	0.06%	169
2023 Q2	–	Sell	-2,598	Closed	-$431K	–	302
2023 Q1	$431K	Buy	2,598 +6	+0.2%	+$999	0.05%	190
2022 Q4	$386K	Buy	+2,592	New	+$399K	0.04%	205
2022 Q1	–	Sell	-2,580	Closed	-$426K	–	302
2021 Q4	$426K	Buy	2,580 +20	+0.8%	+$3.15K	0.04%	182
2021 Q3	$379K	Hold	2,560	–	–	0.04%	181
2021 Q2	$349K	Buy	+2,560	New	+$369K	0.04%	176

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Crescent Grove Advisors's MAR Position: Q1 2025 in Review

Crescent Grove Advisors sold out of Marriott International (MAR) in Q1 2025, closing a stake of 2,648 shares — an estimated $739K sold.

Crescent Grove Advisors first reported a position in MAR in Q2 2021 and held it in 11 quarters. The position peaked at $739K in Q4 2024. 1,432 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

Crescent Grove Advisors reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
Crescent Grove Advisors sold 2,648 Marriott International shares in Q1 2025, an estimated $739K.
Crescent Grove Advisors first reported a position in Marriott International in Q2 2021 and held it in 11 quarters.
Crescent Grove Advisors's Marriott International position peaked at $739K in Q4 2024.
1,432 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Crescent Grove Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.