Schechter Investment Advisors’s Marriott International MAR Stock Holding History

Schechter Investment 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
2025 Q1	$380K	Sell	1,597 -261	-14%	-$70.9K	0.03%	425
2024 Q4	$518K	Sell	1,858 -45	-2%	-$12.4K	0.04%	380
2024 Q3	$473K	Sell	1,903 -71	-4%	-$16.5K	0.03%	407
2024 Q2	$477K	Sell	1,974 -134	-6%	-$32.2K	0.04%	379
2024 Q1	$532K	Buy	2,108 +73	+4%	+$17.7K	0.04%	361
2023 Q4	$459K	Buy	2,035 +181	+10%	+$36.7K	0.04%	368
2023 Q3	$364K	Buy	1,854 +156	+9%	+$31K	0.04%	407
2023 Q2	$312K	Buy	1,698 +5	+0.3%	+$867	0.03%	482
2023 Q1	$281K	Buy	1,693 +155	+10%	+$25.8K	0.03%	536
2022 Q4	$229K	Buy	+1,538	New	+$237K	0.02%	709
2022 Q2	–	Sell	-1,851	Closed	-$325K	–	986
2022 Q1	$325K	Buy	1,851 +629	+51%	+$105K	0.03%	676
2021 Q4	$202K	Buy	+1,222	New	+$192K	0.02%	800

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Schechter Investment Advisors's MAR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Marriott International (MAR) stake by 14% in Q1 2025, selling an estimated $70.9K and leaving 1,597 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #425.

Schechter Investment Advisors first reported a position in MAR in Q4 2021 and has held it in 12 quarters since. The position peaked at $532K in Q1 2024. 1,427 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

Schechter Investment Advisors held 1,597 shares of Marriott International worth $380K as of Q1 2025.
Schechter Investment Advisors sold 261 Marriott International shares in Q1 2025, an estimated $70.9K.
Marriott International made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #425 holding.
Schechter Investment Advisors first reported a position in Marriott International in Q4 2021 and has held it in 12 quarters since.
Schechter Investment Advisors's Marriott International position peaked at $532K in Q1 2024.
1,427 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.