KIG
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Kowal Investment Group’s Marriott International MAR Stock Holding History

Kowal Investment Group’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
2024
Q2 		– Sell
-1,665
Closed -$420K – 191
2024
Q1 		$420K Buy
1,665
+91
+6% +$22K 0.09% 109
2023
Q4 		$355K Buy
1,574
+200
+15% +$40.5K 0.08% 113
2023
Q3 		$270K Sell
1,374
-7
-0.5% -$1.39K 0.07% 124
2023
Q2 		$254K Buy
+1,381
New +$240K 0.07% 134
2021
Q4 		– Sell
-484
Closed -$72K – 591
2021
Q3 		$72K Buy
+484
New +$67.6K 0.02% 199

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kowal Investment Group's MAR Position: Q2 2024 in Review

Kowal Investment Group sold out of Marriott International (MAR) in Q2 2024, closing a stake of 1,665 shares — an estimated $420K sold.

Kowal Investment Group first reported a position in MAR in Q3 2021 and held it in 5 quarters. The position peaked at $420K in Q1 2024. 1,384 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

  • Kowal Investment Group reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
  • Kowal Investment Group sold 1,665 Marriott International shares in Q2 2024, an estimated $420K.
  • Kowal Investment Group first reported a position in Marriott International in Q3 2021 and held it in 5 quarters.
  • Kowal Investment Group's Marriott International position peaked at $420K in Q1 2024.
  • 1,384 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Kowal Investment Group's 13F filing for Q2 2024, filed 13 Aug 2024.