KWILP
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Kiwi Wealth Investments Limited Partnership’s Marriott International MAR Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-39,739
Closed -$7.3M – 135
2023
Q2 		$7.3M Hold
39,739
– – 0.45% 63
2023
Q1 		$6.6M Sell
39,739
-34,818
-47% -$5.8M 0.43% 69
2022
Q4 		$11.1M Buy
74,557
+23,580
+46% +$3.63M 0.74% 38
2022
Q3 		$6.93M Hold
50,977
– – 0.48% 50
2022
Q2 		$6.93M Buy
50,977
+4,569
+10% +$755K 0.48% 50
2022
Q1 		$8.16M Buy
46,408
+28,523
+159% +$4.74M 0.44% 59
2021
Q4 		$2.96M Buy
+17,885
New +$2.81M 0.14% 150
2021
Q1 		– Sell
-29,578
Closed -$3.9M – 254
2020
Q4 		$3.9M Buy
+29,578
New +$3.38M 0.23% 129
2019
Q2 		– Sell
-50,276
Closed -$6.29M – 198
2019
Q1 		$6.29M Buy
50,276
+3,235
+7% +$381K 0.57% 54
2018
Q4 		$5.11M Buy
+47,041
New +$5.4M 0.54% 59
2015
Q4 		– Sell
-90,266
Closed -$6.16M – 116
2015
Q3 		$6.16M Sell
90,266
-63,372
-41% -$4.58M 0.72% 46
2015
Q2 		$11.4M Buy
+153,638
New +$12.1M 1.22% 35

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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's MAR Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Marriott International (MAR) in Q3 2023, closing a stake of 39,739 shares — an estimated $7.3M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MAR in Q2 2015 and held it in 12 quarters. The position peaked at $11.4M in Q2 2015. 1,232 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Marriott International position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 39,739 Marriott International shares in Q3 2023, an estimated $7.3M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Marriott International in Q2 2015 and held it in 12 quarters.
  • Kiwi Wealth Investments Limited Partnership's Marriott International position peaked at $11.4M in Q2 2015.
  • 1,232 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.