Peak Planning Group’s Marriott International MAR Stock Holding History

Peak Planning 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 Q4	–	Sell	-2,004	Closed	-$394K	–	73
2023 Q3	$394K	Hold	2,004	–	–	0.31%	52
2023 Q2	$368K	Hold	2,004	–	–	0.27%	55
2023 Q1	$333K	Hold	2,004	–	–	0.27%	63
2022 Q4	$298K	Hold	2,004	–	–	0.26%	66
2022 Q3	$281K	Buy	+2,004	New	+$306K	0.26%	67

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Peak Planning Group's MAR Position: Q4 2023 in Review

Peak Planning Group sold out of Marriott International (MAR) in Q4 2023, closing a stake of 2,004 shares — an estimated $394K sold.

Peak Planning Group first reported a position in MAR in Q3 2022 and held it in 5 quarters. The position peaked at $394K in Q3 2023. 1,343 funds tracked by Wall St. Rank hold MAR as of Q4 2023.

Peak Planning Group reported no remaining Marriott International position as of Q4 2023 after selling out during the quarter.
Peak Planning Group sold 2,004 Marriott International shares in Q4 2023, an estimated $394K.
Peak Planning Group first reported a position in Marriott International in Q3 2022 and held it in 5 quarters.
Peak Planning Group's Marriott International position peaked at $394K in Q3 2023.
1,343 funds tracked by Wall St. Rank held Marriott International as of Q4 2023.

Based on Peak Planning Group's 13F filing for Q4 2023, filed 26 May 2026.