Level Financial Advisors’s Marriott International MAR Stock Holding History

Level Financial Advisors’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
2023 Q1	–	Sell	-10	Closed	-$1K	–	274
2022 Q4	$1K	Buy	+10	New	+$1.54K	﹤0.01%	256
2022 Q3	–	Sell	-3	Closed	–	–	295
2022 Q2	$0	Buy	+3	New	+$496	﹤0.01%	325

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Level Financial Advisors's MAR Position: Q1 2023 in Review

Level Financial Advisors sold out of Marriott International (MAR) in Q1 2023, closing a stake of 10 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in MAR in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 1,157 funds tracked by Wall St. Rank hold MAR as of Q1 2023.

Level Financial Advisors reported no remaining Marriott International position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 10 Marriott International shares in Q1 2023, an estimated $1K.
Level Financial Advisors first reported a position in Marriott International in Q2 2022 and held it in 2 quarters.
Level Financial Advisors's Marriott International position peaked at $1K in Q4 2022.
1,157 funds tracked by Wall St. Rank held Marriott International as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.