Lake Point Wealth Management’s Marriott International MAR Stock Holding History

Lake Point Wealth Management’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 Q2	$8K	Hold	57	–	–	﹤0.01%	175
2022 Q1	$10K	Hold	57	–	–	﹤0.01%	163
2021 Q4	$9K	Hold	57	–	–	﹤0.01%	189
2021 Q3	$8K	Hold	57	–	–	﹤0.01%	187
2021 Q2	$8K	Buy	+57	New	+$8.22K	﹤0.01%	201
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	337
2019 Q4	$2K	Buy	+10	New	+$1.34K	﹤0.01%	496
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	616
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	615
2018 Q4	$1K	Buy	+10	New	+$1.15K	﹤0.01%	768

Other funds holding MAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lake Point Wealth Management's MAR Position: Q2 2022 in Review

Lake Point Wealth Management held its Marriott International (MAR) position steady in Q2 2022 at 57 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Lake Point Wealth Management first reported a position in MAR in Q4 2018 and has held it in 10 quarters since. The position peaked at $10K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold MAR as of Q2 2022.

Lake Point Wealth Management held 57 shares of Marriott International worth $8K as of Q2 2022.
Lake Point Wealth Management left its Marriott International share count unchanged in Q2 2022.
Marriott International made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #175 holding.
Lake Point Wealth Management first reported a position in Marriott International in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Marriott International position peaked at $10K in Q1 2022.
1,090 funds tracked by Wall St. Rank held Marriott International as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.