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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-120	Closed	-$16K	–	296
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	–	370
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	–	299
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	Hold	100	–	–	0.01%	272
2019 Q1	$13.5K	Buy	+100	New	+$11.8K	0.02%	196

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Joseph P. Lucia & Associates's MAR Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Marriott International (MAR) in Q3 2022, closing a stake of 120 shares — an estimated $16K sold.

Joseph P. Lucia & Associates first reported a position in MAR in Q1 2019 and held it in 12 quarters. The position peaked at $96K in Q3 2021. 1,087 funds tracked by Wall St. Rank hold MAR as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Marriott International position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 120 Marriott International shares in Q3 2022, an estimated $16K.
Joseph P. Lucia & Associates first reported a position in Marriott International in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Marriott International position peaked at $96K in Q3 2021.
1,087 funds tracked by Wall St. Rank held Marriott International as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.