FIM
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Fernwood Investment Management’s Marriott International MAR Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-632
Closed -$159K – 486
2024
Q1 		$159K Buy
+632
New +$153K 0.05% 216

Other funds holding MAR

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fernwood Investment Management's MAR Position: Q2 2024 in Review

Fernwood Investment Management sold out of Marriott International (MAR) in Q2 2024, closing a stake of 632 shares — an estimated $159K sold.

Fernwood Investment Management first reported a position in MAR in Q1 2024 and held it in 1 quarter. The position peaked at $159K in Q1 2024. 1,384 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

  • Fernwood Investment Management reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 632 Marriott International shares in Q2 2024, an estimated $159K.
  • Fernwood Investment Management first reported a position in Marriott International in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Marriott International position peaked at $159K in Q1 2024.
  • 1,384 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.