Lenox Wealth Management’s Marriott International MAR Stock Holding History

Lenox 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
2020 Q2	$2K	Buy	+26	New	+$2.26K	﹤0.01%	646
2020 Q1	–	Sell	-40	Closed	-$6K	–	739
2019 Q4	$6K	Hold	40	–	–	﹤0.01%	509
2019 Q3	$4K	Sell	40 -46	-53%	-$6.1K	﹤0.01%	561
2019 Q2	$12K	Hold	86	–	–	﹤0.01%	411
2019 Q1	$11K	Hold	86	–	–	﹤0.01%	431
2018 Q4	$9K	Hold	86	–	–	﹤0.01%	404
2018 Q3	$11K	Buy	86 +11	+15%	+$1.4K	﹤0.01%	403
2018 Q2	$9K	Sell	75 -2,156	-97%	-$293K	﹤0.01%	377
2018 Q1	$303K	Sell	2,231 -5,079	-69%	-$712K	0.1%	111
2017 Q4	$992K	Buy	7,310 +323	+5%	+$39.7K	0.3%	65
2017 Q3	$770K	Buy	6,987 +340	+5%	+$35K	0.26%	74
2017 Q2	$667K	Buy	+6,647	New	+$665K	0.27%	67

Other funds holding MAR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Management's MAR Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Marriott International (MAR) in Q2 2020: 26 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in MAR as recently as Q4 2019.

Lenox Wealth Management first reported a position in MAR in Q2 2017 and has held it in 12 quarters since. The position peaked at $992K in Q4 2017. 802 funds tracked by Wall St. Rank hold MAR as of Q2 2020.

Lenox Wealth Management held 26 shares of Marriott International worth $2K as of Q2 2020.
Marriott International was a new Lenox Wealth Management position in Q2 2020.
Marriott International made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #646 holding.
Lenox Wealth Management first reported a position in Marriott International in Q2 2017 and has held it in 12 quarters since.
Lenox Wealth Management's Marriott International position peaked at $992K in Q4 2017.
802 funds tracked by Wall St. Rank held Marriott International as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.