Institutional & Family Asset Management’s Marriott International MAR Stock Holding History

Institutional & Family Asset 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	$43.8K	Hold	181	–	–	0.01%	256
2024 Q1	$45.8K	Hold	181	–	–	0.01%	243
2023 Q4	$40.9K	Hold	181	–	–	0.01%	253
2023 Q3	$35.6K	Hold	181	–	–	0.01%	245
2023 Q2	$33.3K	Hold	181	–	–	0.01%	260
2023 Q1	$30.1K	Hold	181	–	–	0.01%	265
2022 Q4	$27K	Hold	181	–	–	﹤0.01%	276
2022 Q3	$25K	Hold	181	–	–	﹤0.01%	289
2022 Q2	$25K	Hold	181	–	–	﹤0.01%	294
2022 Q1	$32K	Hold	181	–	–	0.01%	299
2021 Q4	$30K	Hold	181	–	–	﹤0.01%	324
2021 Q3	$27K	Hold	181	–	–	﹤0.01%	418
2021 Q2	$25K	Hold	181	–	–	﹤0.01%	444
2021 Q1	$27K	Hold	181	–	–	0.01%	452
2020 Q4	$24K	Hold	181	–	–	0.01%	416
2020 Q3	$17K	Hold	181	–	–	﹤0.01%	416
2020 Q2	$16K	Hold	181	–	–	﹤0.01%	424
2020 Q1	$14K	Hold	181	–	–	﹤0.01%	413
2019 Q4	$27K	Hold	181	–	–	0.01%	396
2019 Q3	$23K	Hold	181	–	–	0.01%	385
2019 Q2	$25K	Hold	181	–	–	0.01%	391
2019 Q1	$23K	Sell	181 -51	-22%	-$6K	﹤0.01%	412
2018 Q4	$25K	Buy	232 +51	+28%	+$5.86K	0.01%	381
2018 Q3	$24K	Hold	181	–	–	﹤0.01%	422
2018 Q2	$23K	Hold	181	–	–	﹤0.01%	422
2018 Q1	$25K	Buy	+181	New	+$25.4K	0.01%	389

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 $3.38T AUM 44.17% 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

Institutional & Family Asset Management's MAR Position: Q2 2024 in Review

Institutional & Family Asset Management held its Marriott International (MAR) position steady in Q2 2024 at 181 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #256.

Institutional & Family Asset Management first reported a position in MAR in Q1 2018 and has held it in 26 quarters since. The position peaked at $45.8K in Q1 2024. 1,388 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

Institutional & Family Asset Management held 181 shares of Marriott International worth $43.8K as of Q2 2024.
Institutional & Family Asset Management left its Marriott International share count unchanged in Q2 2024.
Marriott International made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #256 holding.
Institutional & Family Asset Management first reported a position in Marriott International in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Marriott International position peaked at $45.8K in Q1 2024.
1,388 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.