Linscomb Wealth’s Marriott International MAR Stock Holding History

Linscomb Wealth’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
2021 Q3	–	Sell	-1,804	Closed	-$246K	–	346
2021 Q2	$246K	Sell	1,804 -1	-0.1%	-$144	0.01%	296
2021 Q1	$267K	Buy	1,805 +50	+3%	+$6.83K	0.01%	282
2020 Q4	$232K	Buy	+1,755	New	+$200K	0.01%	285
2020 Q1	–	Sell	-1,616	Closed	-$245K	–	410
2019 Q4	$245K	Hold	1,616	–	–	0.02%	385
2019 Q3	$201K	Hold	1,616	–	–	0.02%	266
2019 Q2	$227K	Hold	1,616	–	–	0.02%	249
2019 Q1	$202K	Buy	+1,616	New	+$190K	0.02%	260
2018 Q4	–	Sell	-1,616	Closed	-$213K	–	273
2018 Q3	$213K	Hold	1,616	–	–	0.02%	263
2018 Q2	$205K	Hold	1,616	–	–	0.02%	263
2018 Q1	$220K	Hold	1,616	–	–	0.02%	251
2017 Q4	$219K	Buy	+1,616	New	+$198K	0.02%	257
2016 Q4	–	Sell	-3,802	Closed	-$256K	–	263
2016 Q3	$256K	Hold	3,802	–	–	0.02%	215
2016 Q2	$253K	Sell	3,802 -242	-6%	-$16.2K	0.03%	219
2016 Q1	$288K	Hold	4,044	–	–	0.03%	210
2015 Q4	$271K	Hold	4,044	–	–	0.03%	216
2015 Q3	$276K	Hold	4,044	–	–	0.03%	218
2015 Q2	$301K	Buy	4,044 +158	+4%	+$12.5K	0.03%	221
2015 Q1	$312K	Hold	3,886	–	–	0.03%	218
2014 Q4	$303K	Hold	3,886	–	–	0.03%	221
2014 Q3	$272K	Buy	3,886 +245	+7%	+$16.6K	0.03%	228
2014 Q2	$233K	Hold	3,641	–	–	0.02%	247
2014 Q1	$204K	Buy	+3,641	New	+$188K	0.02%	261

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Linscomb Wealth's MAR Position: Q3 2021 in Review

Linscomb Wealth sold out of Marriott International (MAR) in Q3 2021, closing a stake of 1,804 shares — an estimated $246K sold.

Linscomb Wealth first reported a position in MAR in Q1 2014 and held it in 22 quarters. The position peaked at $312K in Q1 2015. 996 funds tracked by Wall St. Rank hold MAR as of Q3 2021.

Linscomb Wealth reported no remaining Marriott International position as of Q3 2021 after selling out during the quarter.
Linscomb Wealth sold 1,804 Marriott International shares in Q3 2021, an estimated $246K.
Linscomb Wealth first reported a position in Marriott International in Q1 2014 and held it in 22 quarters.
Linscomb Wealth's Marriott International position peaked at $312K in Q1 2015.
996 funds tracked by Wall St. Rank held Marriott International as of Q3 2021.

Based on Linscomb Wealth's 13F filing for Q3 2021, filed 3 Nov 2021.