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Halpern Financial’s Marriott International MAR Stock Holding History

Halpern Financial’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
Q3 		– Sell
-12
Closed -$2.9K – 241
2024
Q2 		$2.9K Buy
+12
New +$2.88K ﹤0.01% 194
2023
Q3 		– Sell
-48
Closed -$9.54K – 238
2023
Q2 		$8.82K Buy
+48
New +$8.33K ﹤0.01% 165

Other funds holding MAR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Halpern Financial's MAR Position: Q3 2024 in Review

Halpern Financial sold out of Marriott International (MAR) in Q3 2024, closing a stake of 12 shares — an estimated $2.9K sold.

Halpern Financial first reported a position in MAR in Q2 2023 and held it in 2 quarters. The position peaked at $8.82K in Q2 2023. 1,403 funds tracked by Wall St. Rank hold MAR as of Q3 2024.

  • Halpern Financial reported no remaining Marriott International position as of Q3 2024 after selling out during the quarter.
  • Halpern Financial sold 12 Marriott International shares in Q3 2024, an estimated $2.9K.
  • Halpern Financial first reported a position in Marriott International in Q2 2023 and held it in 2 quarters.
  • Halpern Financial's Marriott International position peaked at $8.82K in Q2 2023.
  • 1,403 funds tracked by Wall St. Rank held Marriott International as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.