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Next Financial Group’s Marriott International MAR Stock Holding History

Next Financial 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
2021
Q4 		$158K Sell
955
-188
-16% -$29.6K 0.01% 988
2021
Q3 		$169K Buy
1,143
+22
+2% +$3.07K 0.01% 916
2021
Q2 		$154K Buy
1,121
+49
+5% +$7.06K 0.01% 924
2021
Q1 		$159K Sell
1,072
-182
-15% -$24.8K 0.01% 855
2020
Q4 		$165K Buy
1,254
+33
+3% +$3.77K 0.02% 785
2020
Q3 		$113K Buy
+1,221
New +$115K 0.01% 813
2020
Q2 		– Sell
-1,382
Closed -$103K – 1345
2020
Q1 		$103K Buy
1,382
+788
+133% +$98K 0.01% 750
2019
Q4 		$90K Sell
594
-1
-0.2% -$134 0.01% 981
2019
Q3 		$74K Buy
595
+98
+20% +$13K 0.01% 1011
2019
Q2 		$70K Buy
497
+139
+39% +$18.4K 0.01% 1050
2019
Q1 		$45K Sell
358
-277
-44% -$32.6K 0.01% 763
2018
Q4 		$69K Buy
635
+270
+74% +$31K 0.01% 696
2018
Q3 		$48K Buy
+365
New +$46.6K 0.02% 559
2017
Q4 		– Sell
-591
Closed -$68K – 923
2017
Q3 		$68K Sell
591
-122
-17% -$12.6K 0.02% 612
2017
Q2 		$72K Sell
713
-25
-3% -$2.5K 0.02% 649
2017
Q1 		$70K Sell
738
-2,389
-76% -$207K 0.02% 608
2016
Q4 		$258K Buy
3,127
+512
+20% +$38.5K 0.05% 398
2016
Q3 		$176K Buy
2,615
+2,475
+1,768% +$175K 0.03% 501
2016
Q2 		$9K Hold
140
– – ﹤0.01% 1226
2016
Q1 		$9K Hold
140
– – ﹤0.01% 1201
2015
Q4 		$9K Hold
140
– – ﹤0.01% 1208
2015
Q3 		$9K Buy
+140
New +$10.1K ﹤0.01% 1249
2014
Q4 		– Sell
-210
Closed -$15K – 2153
2014
Q3 		$15K Buy
+210
New +$14.2K ﹤0.01% 1569

Other funds holding MAR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's MAR Position: Q4 2021 in Review

Next Financial Group reduced its Marriott International (MAR) stake by 16% in Q4 2021, selling an estimated $29.6K and leaving 955 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #988.

Next Financial Group first reported a position in MAR in Q3 2014 and has held it in 23 quarters since. The position peaked at $258K in Q4 2016. 1,098 funds tracked by Wall St. Rank hold MAR as of Q4 2021.

  • Next Financial Group held 955 shares of Marriott International worth $158K as of Q4 2021.
  • Next Financial Group sold 188 Marriott International shares in Q4 2021, an estimated $29.6K.
  • Marriott International made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #988 holding.
  • Next Financial Group first reported a position in Marriott International in Q3 2014 and has held it in 23 quarters since.
  • Next Financial Group's Marriott International position peaked at $258K in Q4 2016.
  • 1,098 funds tracked by Wall St. Rank held Marriott International as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.