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Lyons Wealth Management’s Marriott International MAR Stock Holding History

Lyons 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
2017
Q2 		– Sell
-10,402
Closed -$980K – 61
2017
Q1 		$980K Sell
10,402
-1,398
-12% -$121K 1.03% 9
2016
Q4 		$977K Sell
11,800
-295
-2% -$22.2K 1.33% 13
2016
Q3 		$816K Buy
+12,095
New +$853K 1.13% 23

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Lyons Wealth Management's MAR Position: Q2 2017 in Review

Lyons Wealth Management sold out of Marriott International (MAR) in Q2 2017, closing a stake of 10,402 shares — an estimated $980K sold.

Lyons Wealth Management first reported a position in MAR in Q3 2016 and held it in 3 quarters. The position peaked at $980K in Q1 2017. 714 funds tracked by Wall St. Rank hold MAR as of Q2 2017.

  • Lyons Wealth Management reported no remaining Marriott International position as of Q2 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 10,402 Marriott International shares in Q2 2017, an estimated $980K.
  • Lyons Wealth Management first reported a position in Marriott International in Q3 2016 and held it in 3 quarters.
  • Lyons Wealth Management's Marriott International position peaked at $980K in Q1 2017.
  • 714 funds tracked by Wall St. Rank held Marriott International as of Q2 2017.

Based on Lyons Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.