RIM
MAR icon

Rockbridge Investment Management’s Marriott International MAR Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-15
Closed -$3.39K – 413
2023
Q4 		$3.39K Buy
+15
New +$3.04K ﹤0.01% 508
2022
Q3 		– Sell
-15
Closed -$2.05K – 391
2022
Q2 		$2.05K Hold
15
– – ﹤0.01% 540
2022
Q1 		$2.61K Hold
15
– – ﹤0.01% 682
2021
Q4 		$2K Hold
15
– – ﹤0.01% 732
2021
Q3 		$2K Hold
15
– – ﹤0.01% 678
2021
Q2 		$2K Hold
15
– – ﹤0.01% 677
2021
Q1 		$2K Hold
15
– – ﹤0.01% 656
2020
Q4 		$2K Hold
15
– – ﹤0.01% 636
2020
Q3 		$1K Sell
15
-14
-48% -$1.32K ﹤0.01% 615
2020
Q2 		$2K Buy
+29
New +$2.52K ﹤0.01% 569

Other funds holding MAR

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return