One Wealth Advisors’s Marriott International MAR Stock Holding History

One Wealth Advisors’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 Q4	–	Sell	-64,790	Closed	–	–	232
2023 Q3	$0	Hold	64,790	–	–	﹤0.01%	212
2023 Q2	$0	Buy	+64,790	New	+$11.2M	﹤0.01%	215
2022 Q3	–	Sell	-64,790	Closed	–	–	197
2022 Q2	$0	Buy	+64,790	New	+$10.7M	﹤0.01%	205
2019 Q2	–	Sell	-1,328	Closed	-$166K	–	324
2019 Q1	$166K	Sell	1,328 -830	-38%	-$97.7K	0.14%	134
2018 Q4	$234K	Sell	2,158 -969	-31%	-$111K	0.23%	78
2018 Q3	$413K	Sell	3,127 -13	-0.4%	-$1.66K	0.32%	48
2018 Q2	$398K	Buy	3,140 +286	+10%	+$38.9K	0.32%	51
2018 Q1	$388K	Sell	2,854 -61,936	-96%	-$8.68M	0.34%	46
2017 Q4	$0	Buy	+64,790	New	+$7.95M	﹤0.01%	570

Other funds holding MAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

One Wealth Advisors's MAR Position: Q4 2023 in Review

One Wealth Advisors sold out of Marriott International (MAR) in Q4 2023, closing a stake of 64,790 shares.

One Wealth Advisors first reported a position in MAR in Q4 2017 and held it in 9 quarters. The position peaked at $413K in Q3 2018. 1,345 funds tracked by Wall St. Rank hold MAR as of Q4 2023.

One Wealth Advisors reported no remaining Marriott International position as of Q4 2023 after selling out during the quarter.
One Wealth Advisors sold 64,790 Marriott International shares in Q4 2023.
One Wealth Advisors first reported a position in Marriott International in Q4 2017 and held it in 9 quarters.
One Wealth Advisors's Marriott International position peaked at $413K in Q3 2018.
1,345 funds tracked by Wall St. Rank held Marriott International as of Q4 2023.

Based on One Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.