Meritage Group’s Marriott International MAR Stock Holding History

Meritage Group’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 Q1	–	Sell	-1,421	Closed	-$212K	–	57
2022 Q4	$212K	Buy	+1,421	New	+$219K	0.01%	38
2021 Q2	–	Sell	-617,241	Closed	-$91.4M	–	38
2021 Q1	$91.4M	Sell	617,241 -886,799	-59%	-$121M	1.75%	16
2020 Q4	$198M	Sell	1,504,040 -14,365	-0.9%	-$1.64M	3.89%	11
2020 Q3	$141M	Buy	+1,518,405	New	+$143M	2.67%	15
2020 Q1	–	Sell	-1,095,788	Closed	-$166M	–	42
2019 Q4	$166M	Buy	1,095,788 +376,538	+52%	+$50.4M	2.91%	15
2019 Q3	$89.5M	Buy	+719,250	New	+$95.4M	1.67%	17

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Meritage Group's MAR Position: Q1 2023 in Review

Meritage Group sold out of Marriott International (MAR) in Q1 2023, closing a stake of 1,421 shares — an estimated $212K sold.

Meritage Group first reported a position in MAR in Q3 2019 and held it in 6 quarters. The position peaked at $198M in Q4 2020. 1,155 funds tracked by Wall St. Rank hold MAR as of Q1 2023.

Meritage Group reported no remaining Marriott International position as of Q1 2023 after selling out during the quarter.
Meritage Group sold 1,421 Marriott International shares in Q1 2023, an estimated $212K.
Meritage Group first reported a position in Marriott International in Q3 2019 and held it in 6 quarters.
Meritage Group's Marriott International position peaked at $198M in Q4 2020.
1,155 funds tracked by Wall St. Rank held Marriott International as of Q1 2023.

Based on Meritage Group's 13F filing for Q1 2023, filed 12 May 2023.