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Litman Gregory Wealth Management’s Marriott International MAR Stock Holding History

Litman Gregory 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
2023
Q2 		– Sell
-2,377
Closed -$395K – 99
2023
Q1 		$395K Buy
+2,377
New +$396K 0.15% 27

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Litman Gregory Wealth Management's MAR Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Marriott International (MAR) in Q2 2023, closing a stake of 2,377 shares — an estimated $395K sold.

Litman Gregory Wealth Management first reported a position in MAR in Q1 2023 and held it in 1 quarter. The position peaked at $395K in Q1 2023. 1,193 funds tracked by Wall St. Rank hold MAR as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining Marriott International position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,377 Marriott International shares in Q2 2023, an estimated $395K.
  • Litman Gregory Wealth Management first reported a position in Marriott International in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Marriott International position peaked at $395K in Q1 2023.
  • 1,193 funds tracked by Wall St. Rank held Marriott International as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.