MSWM
VAC icon

McGlone Suttner Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

McGlone Suttner Wealth Management’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33
Closed -$2.84K – 739
2023
Q4 		$2.84K Buy
+33
New +$2.82K ﹤0.01% 642

Other funds holding VAC

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

McGlone Suttner Wealth Management's VAC Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Marriott Vacations Worldwide (VAC) in Q1 2024, closing a stake of 33 shares — an estimated $2.84K sold.

McGlone Suttner Wealth Management first reported a position in VAC in Q4 2023 and held it in 1 quarter. The position peaked at $2.84K in Q4 2023. 363 funds tracked by Wall St. Rank hold VAC as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Marriott Vacations Worldwide position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 33 Marriott Vacations Worldwide shares in Q1 2024, an estimated $2.84K.
  • McGlone Suttner Wealth Management first reported a position in Marriott Vacations Worldwide in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Marriott Vacations Worldwide position peaked at $2.84K in Q4 2023.
  • 363 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.