Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JPLA
Joseph P. Lucia & Associates’s
Marriott International
MAR
Stock Holding History
Joseph P. Lucia & Associates’s Portfolio
MAR Stock Details
MAR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-120
Closed
-$16K
–
297
2022
Q2
$16K
Hold
120
–
–
0.01%
273
2022
Q1
$21K
Buy
+120
New
+$19.9K
0.01%
259
2021
Q4
–
Sell
-650
Closed
-$96K
–
371
2021
Q3
$96K
Hold
650
–
–
0.06%
170
2021
Q2
$89K
Hold
650
–
–
0.05%
178
2021
Q1
$96K
Buy
650
+150
+30%
+$20.5K
0.04%
163
2020
Q4
$66K
Buy
+500
New
+$57.1K
0.05%
170
2020
Q3
–
Sell
-390
Closed
-$33K
–
304
2020
Q2
$33K
Buy
390
+10
+3%
+$869
0.03%
200
2020
Q1
$28K
Buy
380
+280
+280%
+$34.8K
0.03%
206
2019
Q4
$15K
Hold
100
–
–
0.01%
276
2019
Q3
$12K
Hold
100
–
–
0.01%
294
2019
Q2
$14K
Sell
100
-13,391
-99%
-$1.78M
0.01%
272
2019
Q1
$100
Buy
+13,491
New
+$1.59M
0.01%
261
Other funds holding MAR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Eagle Capital Management (New York)
New York
$29.8B AUM
12.13%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close