GW
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GW & Wade’s Marriott International MAR Stock Holding History

GW & Wade’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
2023
Q4 		$870K Buy
3,858
+1,818
+89% +$369K 0.03% 240
2023
Q3 		$401K Buy
2,040
+499
+32% +$99.1K 0.01% 298
2023
Q2 		$283K Buy
1,541
+8
+0.5% +$1.39K 0.01% 332
2023
Q1 		$255K Sell
1,533
-133
-8% -$22.2K 0.01% 335
2022
Q4 		$248K Buy
1,666
+28
+2% +$4.31K 0.01% 337
2022
Q3 		$230K Sell
1,638
-33
-2% -$5.04K 0.01% 342
2022
Q2 		$227K Sell
1,671
-201
-11% -$33.2K 0.01% 345
2022
Q1 		$329K Buy
1,872
+250
+15% +$41.6K 0.01% 294
2021
Q4 		$268K Buy
1,622
+3
+0.2% +$472 0.01% 337
2021
Q3 		$240K Buy
1,619
+87
+6% +$12.1K 0.01% 343
2021
Q2 		$209K Buy
1,532
+50
+3% +$7.21K 0.01% 366
2021
Q1 		$219K Buy
+1,482
New +$202K 0.01% 335

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

GW & Wade's MAR Position: Q4 2023 in Review

GW & Wade increased its Marriott International (MAR) stake by 89% in Q4 2023, buying an estimated $369K and bringing the position to 3,858 shares worth $870K. The position accounts for 0.03% of the portfolio, ranked #240.

GW & Wade first reported a position in MAR in Q1 2021 and has held it in 12 quarters since. 1,345 funds tracked by Wall St. Rank hold MAR as of Q4 2023.

  • GW & Wade held 3,858 shares of Marriott International worth $870K as of Q4 2023.
  • GW & Wade bought 1,818 Marriott International shares in Q4 2023, an estimated $369K.
  • Marriott International made up 0.03% of GW & Wade's portfolio in Q4 2023, its #240 holding.
  • GW & Wade first reported a position in Marriott International in Q1 2021 and has held it in 12 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Marriott International as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.