MBT
MAR icon

Montecito Bank & Trust’s Marriott International MAR Stock Holding History

Montecito Bank & Trust’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
2025
Q1 		$376K Sell
1,580
-900
-36% -$245K 0.07% 230
2024
Q4 		$692K Sell
2,480
-53
-2% -$14.6K 0.12% 167
2024
Q3 		$630K Sell
2,533
-102
-4% -$23.8K 0.11% 183
2024
Q2 		$637K Buy
2,635
+658
+33% +$158K 0.13% 151
2024
Q1 		$499K Buy
1,977
+396
+25% +$95.9K 0.1% 177
2023
Q4 		$357K Buy
1,581
+375
+31% +$76K 0.08% 202
2023
Q3 		$237K Buy
+1,206
New +$240K 0.06% 224
2017
Q1 		– Sell
-784
Closed -$65K – 294
2016
Q4 		$65K Buy
+784
New +$59K 0.02% 265

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Montecito Bank & Trust's MAR Position: Q1 2025 in Review

Montecito Bank & Trust reduced its Marriott International (MAR) stake by 36% in Q1 2025, selling an estimated $245K and leaving 1,580 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #230.

Montecito Bank & Trust first reported a position in MAR in Q4 2016 and has held it in 8 quarters since. The position peaked at $692K in Q4 2024. 1,432 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • Montecito Bank & Trust held 1,580 shares of Marriott International worth $376K as of Q1 2025.
  • Montecito Bank & Trust sold 900 Marriott International shares in Q1 2025, an estimated $245K.
  • Marriott International made up 0.07% of Montecito Bank & Trust's portfolio in Q1 2025, its #230 holding.
  • Montecito Bank & Trust first reported a position in Marriott International in Q4 2016 and has held it in 8 quarters since.
  • Montecito Bank & Trust's Marriott International position peaked at $692K in Q4 2024.
  • 1,432 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Montecito Bank & Trust's 13F filing for Q1 2025, filed 17 Apr 2025.