LFGH
MAR icon

Lee Financial Group Hawaii’s Marriott International MAR Stock Holding History

Lee Financial Group Hawaii’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
2020
Q3 		– Sell
-11,310
Closed -$970K – 42
2020
Q2 		$970K Sell
11,310
-450
-4% -$39.1K 0.83% 24
2020
Q1 		$880K Sell
11,760
-11,942
-50% -$1.49M 1.01% 18
2019
Q4 		$3.59M Sell
23,702
-806
-3% -$108K 2.83% 13
2019
Q3 		$3.05M Sell
24,508
-440
-2% -$58.4K 2.72% 14
2019
Q2 		$3.5M Sell
24,948
-300
-1% -$39.8K 2.99% 16
2019
Q1 		$3.16M Buy
25,248
+947
+4% +$111K 2.94% 10
2018
Q4 		$2.64M Buy
24,301
+104
+0.4% +$11.9K 2.83% 11
2018
Q3 		$3.19M Buy
24,197
+540
+2% +$68.9K 2.84% 11
2018
Q2 		$3M Buy
23,657
+542
+2% +$73.7K 2.77% 12
2018
Q1 		$3.14M Sell
23,115
-1,163
-5% -$163K 3.03% 11
2017
Q4 		$3.29M Buy
+24,278
New +$2.98M 3.06% 10

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial Group Hawaii's MAR Position: Q3 2020 in Review

Lee Financial Group Hawaii sold out of Marriott International (MAR) in Q3 2020, closing a stake of 11,310 shares — an estimated $970K sold.

Lee Financial Group Hawaii first reported a position in MAR in Q4 2017 and held it in 11 quarters. The position peaked at $3.59M in Q4 2019. 830 funds tracked by Wall St. Rank hold MAR as of Q3 2020.

  • Lee Financial Group Hawaii reported no remaining Marriott International position as of Q3 2020 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 11,310 Marriott International shares in Q3 2020, an estimated $970K.
  • Lee Financial Group Hawaii first reported a position in Marriott International in Q4 2017 and held it in 11 quarters.
  • Lee Financial Group Hawaii's Marriott International position peaked at $3.59M in Q4 2019.
  • 830 funds tracked by Wall St. Rank held Marriott International as of Q3 2020.

Based on Lee Financial Group Hawaii's 13F filing for Q3 2020, filed 27 Oct 2020.