FDx Advisors’s Marriott International MAR Stock Holding History

FDx 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
2024 Q1	–	Sell	-1,089	Closed	-$246K	–	528
2023 Q4	$246K	Buy	+1,089	New	+$221K	0.02%	592
2022 Q2	–	Sell	-1,373	Closed	-$241K	–	862
2022 Q1	$241K	Sell	1,373 -158	-10%	-$26.3K	0.01%	746
2021 Q4	$253K	Buy	1,531 +122	+9%	+$19.2K	0.01%	759
2021 Q3	$209K	Buy	+1,409	New	+$197K	0.01%	783
2018 Q3	–	Sell	-1,673	Closed	-$212K	–	925
2018 Q2	$212K	Sell	1,673 -1,734	-51%	-$236K	0.01%	834
2018 Q1	$463K	Sell	3,407 -363	-10%	-$50.9K	0.01%	804
2017 Q4	$512K	Sell	3,770 -4,434	-54%	-$544K	0.01%	797
2017 Q3	$905K	Sell	8,204 -565	-6%	-$58.2K	0.02%	561
2017 Q2	$880K	Sell	8,769 -348	-4%	-$34.8K	0.03%	557
2017 Q1	$859K	Sell	9,117 -2,256	-20%	-$196K	0.03%	575
2016 Q4	$940K	Buy	+11,373	New	+$856K	0.03%	548

Other funds holding MAR

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return