HGWM
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Harvest Group Wealth Management’s Marriott International MAR Stock Holding History

Harvest Group Wealth Management’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
2020
Q4 		– Sell
-246
Closed -$23K – 763
2020
Q3 		$23K Hold
246
– – 0.02% 158
2020
Q2 		$21K Buy
246
+1
+0.4% +$87 0.02% 155
2020
Q1 		$18K Buy
245
+1
+0.4% +$124 0.02% 146
2019
Q4 		$37K Buy
244
+1
+0.4% +$134 0.03% 97
2019
Q3 		$30K Buy
243
+1
+0.4% +$133 0.04% 112
2019
Q2 		$34K Hold
242
– – 0.04% 94
2019
Q1 		$30K Buy
+242
New +$28.5K 0.03% 121

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return