ICA Group Wealth Management’s Marriott International MAR Stock Holding History

ICA 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
2024 Q2	$30.2K	Sell	125 -40	-24%	-$9.6K	0.02%	299
2024 Q1	$41.5K	Buy	165 +125	+313%	+$30.3K	0.01%	599
2023 Q4	$8.92K	Buy	+40	New	+$8.11K	﹤0.01%	898
2023 Q3	–	Sell	-164	Closed	-$30.2K	–	781
2023 Q2	$30.2K	Hold	164	–	–	0.01%	603
2023 Q1	$27.3K	Hold	164	–	–	0.01%	603
2022 Q4	$27.6K	Buy	+164	New	+$25.3K	0.01%	624

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ICA Group Wealth Management's MAR Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Marriott International (MAR) stake by 24% in Q2 2024, selling an estimated $9.6K and leaving 125 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #299.

ICA Group Wealth Management first reported a position in MAR in Q4 2022 and has held it in 6 quarters since. The position peaked at $41.5K in Q1 2024. 1,386 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

ICA Group Wealth Management held 125 shares of Marriott International worth $30.2K as of Q2 2024.
ICA Group Wealth Management sold 40 Marriott International shares in Q2 2024, an estimated $9.6K.
Marriott International made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #299 holding.
ICA Group Wealth Management first reported a position in Marriott International in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Marriott International position peaked at $41.5K in Q1 2024.
1,386 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.