KI
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Kula Investments’s Marriott International MAR Stock Holding History

Kula Investments’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
Q1 		$2.19M Buy
13,213
+9,994
+310% +$1.66M 0.54% 12
2022
Q4 		$479K Buy
+3,219
New +$496K 0.14% 220

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Kula Investments's MAR Position: Q1 2023 in Review

Kula Investments increased its Marriott International (MAR) stake by 310% in Q1 2023, buying an estimated $1.66M and bringing the position to 13,213 shares worth $2.19M. The position accounts for 0.54% of the portfolio, ranked #12.

Kula Investments first reported a position in MAR in Q4 2022 and has held it in 2 quarters since. 1,155 funds tracked by Wall St. Rank hold MAR as of Q1 2023.

  • Kula Investments held 13,213 shares of Marriott International worth $2.19M as of Q1 2023.
  • Kula Investments bought 9,994 Marriott International shares in Q1 2023, an estimated $1.66M.
  • Marriott International made up 0.54% of Kula Investments's portfolio in Q1 2023, its #12 holding.
  • Kula Investments first reported a position in Marriott International in Q4 2022 and has held it in 2 quarters since.
  • 1,155 funds tracked by Wall St. Rank held Marriott International as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.