HFS
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Heritage Financial Services’s Marriott International MAR Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-127
Closed -$17K – 296
2022
Q2 		$17K Buy
+127
New +$21K 0.01% 264

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Financial Services's MAR Position: Q3 2022 in Review

Heritage Financial Services sold out of Marriott International (MAR) in Q3 2022, closing a stake of 127 shares — an estimated $17K sold.

Heritage Financial Services first reported a position in MAR in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 1,087 funds tracked by Wall St. Rank hold MAR as of Q3 2022.

  • Heritage Financial Services reported no remaining Marriott International position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 127 Marriott International shares in Q3 2022, an estimated $17K.
  • Heritage Financial Services first reported a position in Marriott International in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Marriott International position peaked at $17K in Q2 2022.
  • 1,087 funds tracked by Wall St. Rank held Marriott International as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.