Lee Financial’s Marriott International MAR Stock Holding History

Lee Financial’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 Q1	–	Sell	-46	Closed	-$10.4K	–	547
2023 Q4	$10.4K	Hold	46	–	–	﹤0.01%	421
2023 Q3	$9.04K	Hold	46	–	–	﹤0.01%	424
2023 Q2	$8.45K	Hold	46	–	–	﹤0.01%	433
2023 Q1	$7.64K	Sell	46 -3	-6%	-$500	﹤0.01%	463
2022 Q4	$7.3K	Hold	49	–	–	﹤0.01%	502
2022 Q3	$6K	Buy	49 +3	+7%	+$458	﹤0.01%	511
2022 Q2	$6K	Hold	46	–	–	﹤0.01%	532
2022 Q1	$8K	Sell	46 -5	-10%	-$831	﹤0.01%	470
2021 Q4	$9K	Buy	51 +5	+11%	+$787	﹤0.01%	521
2021 Q3	$7K	Buy	46 +28	+156%	+$3.91K	﹤0.01%	462
2021 Q2	$2K	Buy	+18	New	+$2.6K	﹤0.01%	589
2018 Q3	–	Sell	-47	Closed	-$6K	–	601
2018 Q2	$6K	Hold	47	–	–	﹤0.01%	595
2018 Q1	$6K	Buy	+47	New	+$6.59K	﹤0.01%	597
2017 Q3	–	Sell	-23	Closed	-$2K	–	507
2017 Q2	$2K	Buy	+23	New	+$2.3K	﹤0.01%	466

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

Lee Financial's MAR Position: Q1 2024 in Review

Lee Financial sold out of Marriott International (MAR) in Q1 2024, closing a stake of 46 shares — an estimated $10.4K sold.

Lee Financial first reported a position in MAR in Q2 2017 and held it in 14 quarters. The position peaked at $10.4K in Q4 2023. 1,406 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

Lee Financial reported no remaining Marriott International position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 46 Marriott International shares in Q1 2024, an estimated $10.4K.
Lee Financial first reported a position in Marriott International in Q2 2017 and held it in 14 quarters.
Lee Financial's Marriott International position peaked at $10.4K in Q4 2023.
1,406 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.