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First Trust Direct Indexing’s Marriott International MAR Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-8,040
Closed -$2M – 541
2024
Q3 		$2M Buy
8,040
+1,847
+30% +$430K 0.11% 200
2024
Q2 		$1.5M Buy
6,193
+1,355
+28% +$325K 0.09% 224
2024
Q1 		$1.22M Buy
4,838
+800
+20% +$194K 0.09% 251
2023
Q4 		$911K Buy
4,038
+481
+14% +$97.5K 0.08% 284
2023
Q3 		$699K Buy
3,557
+325
+10% +$64.6K 0.08% 300
2023
Q2 		$594K Buy
3,232
+490
+18% +$85K 0.07% 353
2023
Q1 		$455K Buy
2,742
+496
+22% +$82.6K 0.05% 432
2022
Q4 		$334K Buy
2,246
+77
+4% +$11.9K 0.04% 478
2022
Q3 		$304K Sell
2,169
-71
-3% -$10.8K 0.04% 464
2022
Q2 		$305K Sell
2,240
-142
-6% -$23.5K 0.04% 466
2022
Q1 		$419K Buy
2,382
+67
+3% +$11.1K 0.05% 410
2021
Q4 		$383K Buy
2,315
+407
+21% +$64K 0.05% 428
2021
Q3 		$283K Sell
1,908
-3,505
-65% -$489K 0.04% 495
2021
Q2 		$739K Buy
5,413
+1,826
+51% +$263K 0.11% 241
2021
Q1 		$531K Buy
3,587
+259
+8% +$35.4K 0.14% 199
2020
Q4 		$439K Buy
+3,328
New +$380K 0.12% 212

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

First Trust Direct Indexing's MAR Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Marriott International (MAR) in Q4 2024, closing a stake of 8,040 shares — an estimated $2M sold.

First Trust Direct Indexing first reported a position in MAR in Q4 2020 and held it in 16 quarters. The position peaked at $2M in Q3 2024. 1,531 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Marriott International position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 8,040 Marriott International shares in Q4 2024, an estimated $2M.
  • First Trust Direct Indexing first reported a position in Marriott International in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Marriott International position peaked at $2M in Q3 2024.
  • 1,531 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.