Kore Private Wealth’s Marriott International MAR Stock Holding History

Kore Private Wealth’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	$203K	Buy	+1,450	New	+$221K	0.04%	239
2022 Q2	–	Sell	-1,459	Closed	-$256K	–	332
2022 Q1	$256K	Sell	1,459 -110	-7%	-$18.3K	0.03%	274
2021 Q4	$259K	Sell	1,569 -4,278	-73%	-$673K	0.03%	256
2021 Q3	$866K	Buy	5,847 +642	+12%	+$89.6K	0.09%	168
2021 Q2	$711K	Buy	5,205 +2,589	+99%	+$373K	0.08%	177
2021 Q1	$387K	Buy	2,616 +425	+19%	+$58K	0.05%	223
2020 Q4	$289K	Buy	+2,191	New	+$250K	0.04%	242
2020 Q3	–	Sell	-2,237	Closed	-$191K	–	747
2020 Q2	$191K	Buy	2,237 +1,578	+239%	+$137K	0.04%	240
2020 Q1	$49K	Buy	659 +198	+43%	+$24.6K	0.01%	421
2019 Q4	$70K	Buy	+461	New	+$61.8K	0.01%	434
2019 Q2	–	Sell	-455	Closed	-$57K	–	560
2019 Q1	$57K	Buy	455 +63	+16%	+$7.41K	0.01%	361
2018 Q4	$43K	Buy	+392	New	+$45K	0.01%	393

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $1.56T 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

Kore Private Wealth's MAR Position: Q3 2022 in Review

Kore Private Wealth opened a new position in Marriott International (MAR) in Q3 2022: 1,450 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings. This is a return to the name: Kore Private Wealth previously reported a position in MAR as recently as Q1 2022.

Kore Private Wealth first reported a position in MAR in Q4 2018 and has held it in 12 quarters since. The position peaked at $866K in Q3 2021. 1,086 funds tracked by Wall St. Rank hold MAR as of Q3 2022.

Kore Private Wealth held 1,450 shares of Marriott International worth $203K as of Q3 2022.
Marriott International was a new Kore Private Wealth position in Q3 2022.
Marriott International made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #239 holding.
Kore Private Wealth first reported a position in Marriott International in Q4 2018 and has held it in 12 quarters since.
Kore Private Wealth's Marriott International position peaked at $866K in Q3 2021.
1,086 funds tracked by Wall St. Rank held Marriott International as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.