LM Advisors’s Marriott International MAR Stock Holding History

LM 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
2024 Q1	–	Sell	-507	Closed	-$114K	–	517
2023 Q4	$114K	Buy	+507	New	+$103K	0.02%	239

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

LM Advisors's MAR Position: Q1 2024 in Review

LM Advisors sold out of Marriott International (MAR) in Q1 2024, closing a stake of 507 shares — an estimated $114K sold.

LM Advisors first reported a position in MAR in Q4 2023 and held it in 1 quarter. The position peaked at $114K in Q4 2023. 1,406 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

LM Advisors reported no remaining Marriott International position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 507 Marriott International shares in Q1 2024, an estimated $114K.
LM Advisors first reported a position in Marriott International in Q4 2023 and held it in 1 quarter.
LM Advisors's Marriott International position peaked at $114K in Q4 2023.
1,406 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.