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Jeppson Wealth Management’s Marriott International MAR Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-322
Closed -$30K – 311
2020
Q3 		$30K Buy
+322
New +$30.4K 0.02% 290

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jeppson Wealth Management's MAR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Marriott International (MAR) in Q4 2020, closing a stake of 322 shares — an estimated $30K sold.

Jeppson Wealth Management first reported a position in MAR in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 980 funds tracked by Wall St. Rank hold MAR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Marriott International position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 322 Marriott International shares in Q4 2020, an estimated $30K.
  • Jeppson Wealth Management first reported a position in Marriott International in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Marriott International position peaked at $30K in Q3 2020.
  • 980 funds tracked by Wall St. Rank held Marriott International as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.