LIWM
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Long Island Wealth Management’s Marriott International MAR Stock Holding History

Long Island 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
2024
Q1 		– Sell
-23
Closed -$5K – 263
2023
Q4 		$5K Buy
+23
New +$4.66K ﹤0.01% 273

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Long Island Wealth Management's MAR Position: Q1 2024 in Review

Long Island Wealth Management sold out of Marriott International (MAR) in Q1 2024, closing a stake of 23 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in MAR in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 1,406 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

  • Long Island Wealth Management reported no remaining Marriott International position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 23 Marriott International shares in Q1 2024, an estimated $5K.
  • Long Island Wealth Management first reported a position in Marriott International in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Marriott International position peaked at $5K in Q4 2023.
  • 1,406 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.