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DBIA
Dumont & Blake Investment Advisors’s
Marriott International
MAR
Stock Holding History
Dumont & Blake Investment Advisors’s Portfolio
MAR Stock Details
MAR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-7,187
Closed
-$780K
–
184
2018
Q4
$780K
Sell
7,187
-87
-1%
-$9.99K
0.38%
91
2018
Q3
$960K
Sell
7,274
-180
-2%
-$23K
0.39%
91
2018
Q2
$944K
Sell
7,454
-95
-1%
-$12.9K
0.41%
89
2018
Q1
$1.03M
Sell
7,549
-1,047
-12%
-$147K
0.45%
81
2017
Q4
$1.17M
Sell
8,596
-95
-1%
-$11.7K
0.49%
74
2017
Q3
$958K
Sell
8,691
-60
-0.7%
-$6.18K
0.42%
92
2017
Q2
$878K
Buy
8,751
+10
+0.1%
+$1K
0.4%
95
2017
Q1
$823K
Buy
8,741
+45
+0.5%
+$3.91K
0.38%
96
2016
Q4
$719K
Sell
8,696
-40
-0.5%
-$3.01K
0.35%
102
2016
Q3
$588K
Buy
8,736
+40
+0.5%
+$2.82K
0.29%
114
2016
Q2
$578K
Sell
8,696
-262
-3%
-$17.6K
0.29%
112
2016
Q1
$638K
Sell
8,958
-175
-2%
-$11.4K
0.33%
101
2015
Q4
$612K
Buy
9,133
+100
+1%
+$7.23K
0.32%
112
2015
Q3
$616K
Sell
9,033
-102
-1%
-$7.37K
0.34%
103
2015
Q2
$680K
Hold
9,135
–
–
0.34%
108
2015
Q1
$734K
Buy
9,135
+150
+2%
+$12K
0.36%
103
2014
Q4
$701K
Hold
8,985
–
–
0.35%
106
2014
Q3
$628K
Hold
8,985
–
–
0.33%
107
2014
Q2
$576K
Sell
8,985
-40
-0.4%
-$2.37K
0.29%
113
2014
Q1
$506K
Buy
+9,025
New
+$466K
0.26%
116
Other funds holding MAR
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Eagle Capital Management (New York)
New York
$29.8B AUM
12.13%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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