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DFPG Investments’s Marriott International MAR Stock Holding History

DFPG Investments’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
2023
Q4 		$382K Buy
1,743
+40
+2% +$8.11K 0.03% 465
2023
Q3 		$331K Sell
1,703
-69
-4% -$13.7K 0.03% 450
2023
Q2 		$337K Buy
1,772
+72
+4% +$12.5K 0.03% 450
2023
Q1 		$282K Buy
1,700
+5
+0.3% +$833 0.03% 445
2022
Q4 		$269K Buy
+1,695
New +$261K 0.04% 376

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

DFPG Investments's MAR Position: Q4 2023 in Review

DFPG Investments increased its Marriott International (MAR) stake by 2.3% in Q4 2023, buying an estimated $8.11K and bringing the position to 1,743 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #465.

DFPG Investments first reported a position in MAR in Q4 2022 and has held it in 5 quarters since. 1,343 funds tracked by Wall St. Rank hold MAR as of Q4 2023.

  • DFPG Investments held 1,743 shares of Marriott International worth $382K as of Q4 2023.
  • DFPG Investments bought 40 Marriott International shares in Q4 2023, an estimated $8.11K.
  • Marriott International made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #465 holding.
  • DFPG Investments first reported a position in Marriott International in Q4 2022 and has held it in 5 quarters since.
  • 1,343 funds tracked by Wall St. Rank held Marriott International as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.