DI
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Disciplined Investments’s Marriott International MAR Stock Holding History

Disciplined 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
Q3 		– Sell
-21
Closed -$3.86K – 943
2023
Q2 		$3.86K Buy
21
+1
+5% +$173 ﹤0.01% 460
2023
Q1 		$3.32K Buy
20
+2
+11% +$333 ﹤0.01% 504
2022
Q4 		$2.68K Sell
18
-5
-22% -$770 ﹤0.01% 521
2022
Q3 		$3K Buy
23
+10
+77% +$1.53K ﹤0.01% 532
2022
Q2 		$2K Sell
13
-8
-38% -$1.32K ﹤0.01% 686
2022
Q1 		$4K Buy
+21
New +$3.49K ﹤0.01% 504

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Disciplined Investments's MAR Position: Q3 2023 in Review

Disciplined Investments sold out of Marriott International (MAR) in Q3 2023, closing a stake of 21 shares — an estimated $3.86K sold.

Disciplined Investments first reported a position in MAR in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 1,233 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

  • Disciplined Investments reported no remaining Marriott International position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 21 Marriott International shares in Q3 2023, an estimated $3.86K.
  • Disciplined Investments first reported a position in Marriott International in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Marriott International position peaked at $4K in Q1 2022.
  • 1,233 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.