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KCS Wealth Advisory’s Marriott International MAR Stock Holding History

KCS Wealth Advisory’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
2023
Q3 		$1.14M Sell
5,812
-497
-8% -$98.7K 0.49% 59
2023
Q2 		$1.16M Buy
6,309
+5
+0.1% +$867 0.4% 68
2023
Q1 		$1.05M Sell
6,304
-138
-2% -$23K 0.4% 69
2022
Q4 		$959K Sell
6,442
-47
-0.7% -$7.24K 0.4% 70
2022
Q3 		$909K Sell
6,489
-4,040
-38% -$617K 0.42% 71
2022
Q2 		$1.43M Sell
10,529
-589
-5% -$97.3K 0.64% 58
2022
Q1 		$1.95M Buy
11,118
+441
+4% +$73.3K 0.9% 38
2021
Q4 		$1.76M Buy
10,677
+124
+1% +$19.5K 0.71% 46
2021
Q3 		$1.56M Sell
10,553
-593
-5% -$82.8K 0.74% 44
2021
Q2 		$1.52M Buy
11,146
+915
+9% +$132K 0.72% 46
2021
Q1 		$1.51M Buy
10,231
+552
+6% +$75.4K 0.78% 40
2020
Q4 		$1.28M Buy
9,679
+482
+5% +$55.1K 0.84% 40
2020
Q3 		$851K Buy
9,197
+387
+4% +$36.5K 0.68% 62
2020
Q2 		$755K Buy
8,810
+1,161
+15% +$101K 0.62% 64
2020
Q1 		$572K Buy
7,649
+1,401
+22% +$174K 0.58% 67
2019
Q4 		$946K Buy
6,248
+708
+13% +$94.9K 0.71% 65
2019
Q3 		$689K Buy
5,540
+849
+18% +$113K 0.48% 82
2019
Q2 		$658K Buy
4,691
+184
+4% +$24.4K 0.52% 83
2019
Q1 		$564K Buy
4,507
+1,870
+71% +$220K 0.49% 92
2018
Q4 		$286K Buy
+2,637
New +$303K 0.3% 122
2018
Q1 		– Sell
-1,481
Closed -$201K – 175
2017
Q4 		$201K Buy
+1,481
New +$182K 0.19% 158

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

KCS Wealth Advisory's MAR Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Marriott International (MAR) stake by 7.9% in Q3 2023, selling an estimated $98.7K and leaving 5,812 shares worth $1.14M. The position accounts for 0.49% of the portfolio, ranked #59.

KCS Wealth Advisory first reported a position in MAR in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.95M in Q1 2022. 1,232 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

  • KCS Wealth Advisory held 5,812 shares of Marriott International worth $1.14M as of Q3 2023.
  • KCS Wealth Advisory sold 497 Marriott International shares in Q3 2023, an estimated $98.7K.
  • Marriott International made up 0.49% of KCS Wealth Advisory's portfolio in Q3 2023, its #59 holding.
  • KCS Wealth Advisory first reported a position in Marriott International in Q4 2017 and has held it in 21 quarters since.
  • KCS Wealth Advisory's Marriott International position peaked at $1.95M in Q1 2022.
  • 1,232 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.