GI
VAC icon

Gradient Investments’s Marriott Vacations Worldwide VAC Stock Holding History

Gradient Investments’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
Q3 		– Sell
-6
Closed -$524 – 1239
2024
Q2 		$524 Hold
6
– – ﹤0.01% 1178
2024
Q1 		$646 Sell
6
-18
-75% -$1.63K ﹤0.01% 981
2023
Q4 		$2.04K Hold
24
– – ﹤0.01% 1225
2023
Q3 		$2.42K Hold
24
– – ﹤0.01% 1131
2023
Q2 		$2.94K Hold
24
– – ﹤0.01% 1069
2023
Q1 		$3.24K Hold
24
– – ﹤0.01% 1034
2022
Q4 		$3.23K Hold
24
– – ﹤0.01% 1012
2022
Q3 		$3K Buy
+24
New +$3.26K ﹤0.01% 1098
2017
Q1 		– Sell
-12
Closed -$1K – 833
2016
Q4 		$1K Hold
12
– – ﹤0.01% 701
2016
Q3 		$1K Hold
12
– – ﹤0.01% 676
2016
Q2 		$1K Buy
+12
New +$751 ﹤0.01% 681

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return