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Lake Street Advisors Group’s Marriott International MAR Stock Holding History

Lake Street Advisors 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
Q4 		$1.1M Buy
3,952
+225
+6% +$61.8K 0.05% 208
2024
Q3 		$927K Sell
3,727
-131
-3% -$30.5K 0.04% 225
2024
Q2 		$933K Buy
3,858
+619
+19% +$149K 0.04% 223
2024
Q1 		$817K Sell
3,239
-433
-12% -$105K 0.04% 254
2023
Q4 		$828K Buy
+3,672
New +$744K 0.04% 249
2021
Q2 		– Sell
-1,460
Closed -$216K – 343
2021
Q1 		$216K Buy
+1,460
New +$199K 0.02% 295
2020
Q1 		– Sell
-1,601
Closed -$243K – 269
2019
Q4 		$243K Buy
+1,601
New +$215K 0.02% 215
2019
Q3 		– Sell
-1,580
Closed -$222K – 238
2019
Q2 		$222K Buy
+1,580
New +$210K 0.02% 194
2018
Q3 		– Sell
-2,579
Closed -$327K – 280
2018
Q2 		$327K Sell
2,579
-626
-20% -$85.1K 0.03% 209
2018
Q1 		$436K Sell
3,205
-147
-4% -$20.6K 0.05% 149
2017
Q4 		$455K Buy
+3,352
New +$412K 0.05% 154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Lake Street Advisors Group's MAR Position: Q4 2024 in Review

Lake Street Advisors Group increased its Marriott International (MAR) stake by 6% in Q4 2024, buying an estimated $61.8K and bringing the position to 3,952 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #208.

Lake Street Advisors Group first reported a position in MAR in Q4 2017 and has held it in 11 quarters since. 1,529 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

  • Lake Street Advisors Group held 3,952 shares of Marriott International worth $1.1M as of Q4 2024.
  • Lake Street Advisors Group bought 225 Marriott International shares in Q4 2024, an estimated $61.8K.
  • Marriott International made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #208 holding.
  • Lake Street Advisors Group first reported a position in Marriott International in Q4 2017 and has held it in 11 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.