Geller Advisors’s Marriott International MAR Stock Holding History

Geller 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	-982	Closed	-$221K	–	280
2023 Q4	$221K	Buy	+982	New	+$199K	0.02%	249

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geller Advisors's MAR Position: Q1 2024 in Review

Geller Advisors sold out of Marriott International (MAR) in Q1 2024, closing a stake of 982 shares — an estimated $221K sold.

Geller Advisors first reported a position in MAR in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 1,406 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

Geller Advisors reported no remaining Marriott International position as of Q1 2024 after selling out during the quarter.
Geller Advisors sold 982 Marriott International shares in Q1 2024, an estimated $221K.
Geller Advisors first reported a position in Marriott International in Q4 2023 and held it in 1 quarter.
Geller Advisors's Marriott International position peaked at $221K in Q4 2023.
1,406 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on Geller Advisors's 13F filing for Q1 2024, filed 14 May 2024.