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Eagle Ridge Investment Management’s Marriott International MAR Stock Holding History

Eagle Ridge Investment Management’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
2018
Q4 		– Sell
-1,616
Closed -$213K – 170
2018
Q3 		$213K Hold
1,616
– – 0.03% 168
2018
Q2 		$205K Sell
1,616
-370
-19% -$50.3K 0.03% 164
2018
Q1 		$270K Hold
1,986
– – 0.04% 144
2017
Q4 		$270K Buy
+1,986
New +$244K 0.04% 148

Other funds holding MAR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eagle Ridge Investment Management's MAR Position: Q4 2018 in Review

Eagle Ridge Investment Management sold out of Marriott International (MAR) in Q4 2018, closing a stake of 1,616 shares — an estimated $213K sold.

Eagle Ridge Investment Management first reported a position in MAR in Q4 2017 and held it in 4 quarters. The position peaked at $270K in Q1 2018. 785 funds tracked by Wall St. Rank hold MAR as of Q4 2018.

  • Eagle Ridge Investment Management reported no remaining Marriott International position as of Q4 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,616 Marriott International shares in Q4 2018, an estimated $213K.
  • Eagle Ridge Investment Management first reported a position in Marriott International in Q4 2017 and held it in 4 quarters.
  • Eagle Ridge Investment Management's Marriott International position peaked at $270K in Q1 2018.
  • 785 funds tracked by Wall St. Rank held Marriott International as of Q4 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.