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Householder Group Estate & Retirement Specialist’s Marriott Vacations Worldwide VAC Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-55
Closed -$4K – 1185
2024
Q3 		$4K Hold
55
– – ﹤0.01% 971
2024
Q2 		$4K Hold
55
– – ﹤0.01% 983
2024
Q1 		$5.92K Hold
55
– – ﹤0.01% 910
2023
Q4 		$4K Hold
55
– – ﹤0.01% 924
2023
Q3 		$5.54K Buy
+55
New +$6.27K ﹤0.01% 917
2023
Q1 		$7K Hold
55
– – ﹤0.01% 896
2022
Q4 		$7K Hold
55
– – 0.01% 256
2022
Q3 		$6K Buy
+55
New +$7.47K ﹤0.01% 848

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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 $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VAC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Marriott Vacations Worldwide (VAC) in Q4 2024, closing a stake of 55 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in VAC in Q3 2022 and held it in 8 quarters. The position peaked at $7K in Q1 2023. 332 funds tracked by Wall St. Rank hold VAC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Marriott Vacations Worldwide position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 55 Marriott Vacations Worldwide shares in Q4 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in Marriott Vacations Worldwide in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Marriott Vacations Worldwide position peaked at $7K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.