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Gilliland Jeter Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-40
Closed -$2.94K – 610
2024
Q3 		$2.94K Hold
40
– – ﹤0.01% 583
2024
Q2 		$3.49K Hold
40
– – ﹤0.01% 552
2024
Q1 		$4.31K Buy
+40
New +$3.61K ﹤0.01% 509

Other funds holding VAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Gilliland Jeter Wealth Management's VAC Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Marriott Vacations Worldwide (VAC) in Q4 2024, closing a stake of 40 shares — an estimated $2.94K sold.

Gilliland Jeter Wealth Management first reported a position in VAC in Q1 2024 and held it in 3 quarters. The position peaked at $4.31K in Q1 2024. 332 funds tracked by Wall St. Rank hold VAC as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Marriott Vacations Worldwide position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 40 Marriott Vacations Worldwide shares in Q4 2024, an estimated $2.94K.
  • Gilliland Jeter Wealth Management first reported a position in Marriott Vacations Worldwide in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Marriott Vacations Worldwide position peaked at $4.31K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.