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Polaris Wealth Advisory Group’s Marriott International MAR Stock Holding History

Polaris Wealth Advisory 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
2020
Q4 		– Sell
-177,420
Closed -$17.2M – 200
2020
Q3 		$17.2M Buy
+177,420
New +$16.7M 1.61% 22
2019
Q2 		– Sell
-2,274
Closed -$290K – 162
2019
Q1 		$290K Sell
2,274
-50
-2% -$5.88K 0.02% 135
2018
Q4 		$252K Hold
2,324
– – 0.02% 128
2018
Q3 		$307K Sell
2,324
-215,871
-99% -$27.5M 0.02% 126
2018
Q2 		$29.7M Sell
218,195
-154
-0.1% -$20.9K 2.51% 7
2018
Q1 		$29.7M Sell
218,349
-1,731
-0.8% -$243K 2.42% 7
2017
Q4 		$29.9M Buy
220,080
+5,462
+3% +$671K 2.45% 8
2017
Q3 		$23.7M Sell
214,618
-2,046
-0.9% -$211K 2.08% 10
2017
Q2 		$21.7M Sell
216,664
-443
-0.2% -$44.3K 2.47% 11
2017
Q1 		$20.4M Buy
+217,107
New +$18.9M 2.23% 11
2015
Q3 		– Sell
-79,513
Closed -$5.92M – 81
2015
Q2 		$5.92M Buy
79,513
+10,202
+15% +$806K 1.18% 36
2015
Q1 		$5.57M Buy
69,311
+20,615
+42% +$1.64M 1.01% 25
2014
Q4 		$3.8M Buy
+48,696
New +$3.59M 0.78% 25

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polaris Wealth Advisory Group's MAR Position: Q4 2020 in Review

Polaris Wealth Advisory Group sold out of Marriott International (MAR) in Q4 2020, closing a stake of 177,420 shares — an estimated $17.2M sold.

Polaris Wealth Advisory Group first reported a position in MAR in Q4 2014 and held it in 13 quarters. The position peaked at $29.9M in Q4 2017. 979 funds tracked by Wall St. Rank hold MAR as of Q4 2020.

  • Polaris Wealth Advisory Group reported no remaining Marriott International position as of Q4 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 177,420 Marriott International shares in Q4 2020, an estimated $17.2M.
  • Polaris Wealth Advisory Group first reported a position in Marriott International in Q4 2014 and held it in 13 quarters.
  • Polaris Wealth Advisory Group's Marriott International position peaked at $29.9M in Q4 2017.
  • 979 funds tracked by Wall St. Rank held Marriott International as of Q4 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.