Security National Trust’s Marriott International MAR Stock Holding History

Security National Trust’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
2021 Q3	$132K	Hold	964	–	–	0.03%	199
2021 Q2	$132K	Hold	964	–	–	0.03%	208
2021 Q1	$143K	Hold	964	–	–	0.03%	194
2020 Q4	$127K	Hold	964	–	–	0.03%	203
2020 Q3	$89K	Hold	964	–	–	0.03%	219
2020 Q2	$83K	Hold	964	–	–	0.02%	225
2020 Q1	$72K	Hold	964	–	–	0.03%	222
2019 Q4	$146K	Hold	964	–	–	0.04%	186
2019 Q3	$120K	Hold	964	–	–	0.04%	191
2019 Q2	$135K	Hold	964	–	–	0.04%	184
2019 Q1	$121K	Hold	964	–	–	0.04%	189
2018 Q4	$105K	Hold	964	–	–	0.04%	189
2018 Q3	$127K	Hold	964	–	–	0.04%	192
2018 Q2	$122K	Hold	964	–	–	0.04%	198
2018 Q1	$131K	Hold	964	–	–	0.04%	193
2017 Q4	$131K	Hold	964	–	–	0.04%	195
2017 Q3	$106K	Hold	964	–	–	0.04%	222
2017 Q2	$97K	Hold	964	–	–	0.03%	234
2017 Q1	$91K	Hold	964	–	–	0.03%	236
2016 Q4	$80K	Hold	964	–	–	0.03%	241
2016 Q3	$19K	Buy	+964	New	+$68K	0.01%	342

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Security National Trust's MAR Position: Q3 2021 in Review

Security National Trust held its Marriott International (MAR) position steady in Q3 2021 at 964 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #199.

Security National Trust first reported a position in MAR in Q3 2016 and has held it in 21 quarters since. The position peaked at $146K in Q4 2019. 996 funds tracked by Wall St. Rank hold MAR as of Q3 2021.

Security National Trust held 964 shares of Marriott International worth $132K as of Q3 2021.
Security National Trust left its Marriott International share count unchanged in Q3 2021.
Marriott International made up 0.03% of Security National Trust's portfolio in Q3 2021, its #199 holding.
Security National Trust first reported a position in Marriott International in Q3 2016 and has held it in 21 quarters since.
Security National Trust's Marriott International position peaked at $146K in Q4 2019.
996 funds tracked by Wall St. Rank held Marriott International as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.