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Jacobson & Schmitt Advisors’s Marriott International MAR Stock Holding History

Jacobson & Schmitt Advisors’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
2021
Q3 		– Sell
-2,938
Closed -$401K – 48
2021
Q2 		$401K Buy
+2,938
New +$424K 0.11% 38

Other funds holding MAR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobson & Schmitt Advisors's MAR Position: Q3 2021 in Review

Jacobson & Schmitt Advisors sold out of Marriott International (MAR) in Q3 2021, closing a stake of 2,938 shares — an estimated $401K sold.

Jacobson & Schmitt Advisors first reported a position in MAR in Q2 2021 and held it in 1 quarter. The position peaked at $401K in Q2 2021. 995 funds tracked by Wall St. Rank hold MAR as of Q3 2021.

  • Jacobson & Schmitt Advisors reported no remaining Marriott International position as of Q3 2021 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 2,938 Marriott International shares in Q3 2021, an estimated $401K.
  • Jacobson & Schmitt Advisors first reported a position in Marriott International in Q2 2021 and held it in 1 quarter.
  • Jacobson & Schmitt Advisors's Marriott International position peaked at $401K in Q2 2021.
  • 995 funds tracked by Wall St. Rank held Marriott International as of Q3 2021.

Based on Jacobson & Schmitt Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.