Madison Wealth Management’s Marriott International MAR Stock Holding History

Madison 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 Q3	$298K	Hold	1,514	–	–	0.06%	132
2023 Q2	$278K	Hold	1,514	–	–	0.06%	140
2023 Q1	$251K	Hold	1,514	–	–	0.05%	144
2022 Q4	$225K	Sell	1,514 -87	-5%	-$13.4K	0.05%	148
2022 Q3	$224K	Buy	1,601 +12	+0.8%	+$1.83K	0.06%	153
2022 Q2	$216K	Hold	1,589	–	–	0.05%	152
2022 Q1	$279K	Hold	1,589	–	–	0.06%	140
2021 Q4	$263K	Sell	1,589 -84	-5%	-$13.2K	0.05%	139
2021 Q3	$248K	Hold	1,673	–	–	0.05%	140
2021 Q2	$228K	Hold	1,673	–	–	0.05%	137
2021 Q1	$248K	Buy	1,673 +18	+1%	+$2.46K	0.06%	134
2020 Q4	$218K	Buy	+1,655	New	+$189K	0.06%	137

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Madison Wealth Management's MAR Position: Q3 2023 in Review

Madison Wealth Management held its Marriott International (MAR) position steady in Q3 2023 at 1,514 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #132.

Madison Wealth Management first reported a position in MAR in Q4 2020 and has held it in 12 quarters since. 1,232 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

Madison Wealth Management held 1,514 shares of Marriott International worth $298K as of Q3 2023.
Madison Wealth Management left its Marriott International share count unchanged in Q3 2023.
Marriott International made up 0.06% of Madison Wealth Management's portfolio in Q3 2023, its #132 holding.
Madison Wealth Management first reported a position in Marriott International in Q4 2020 and has held it in 12 quarters since.
1,232 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.