RIM
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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 – 390
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Rockbridge Investment Management's MAR Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Marriott International (MAR) in Q1 2024, closing a stake of 15 shares — an estimated $3.39K sold.

Rockbridge Investment Management first reported a position in MAR in Q2 2020 and held it in 10 quarters. The position peaked at $3.39K in Q4 2023. 1,406 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Marriott International position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 15 Marriott International shares in Q1 2024, an estimated $3.39K.
  • Rockbridge Investment Management first reported a position in Marriott International in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Marriott International position peaked at $3.39K in Q4 2023.
  • 1,406 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.