SWM
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Sendero Wealth Management’s Marriott International MAR Stock Holding History

Sendero Wealth 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
Q2 		– Sell
-1,251
Closed -$316K – 164
2024
Q1 		$316K Sell
1,251
-2,426
-66% -$587K 0.05% 141
2023
Q4 		$829K Buy
3,677
+152
+4% +$30.8K 0.16% 96
2023
Q3 		$693K Sell
3,525
-926
-21% -$184K 0.15% 91
2023
Q2 		$818K Buy
4,451
+336
+8% +$58.3K 0.18% 88
2023
Q1 		$683K Buy
4,115
+101
+3% +$16.8K 0.21% 65
2022
Q4 		$598K Sell
4,014
-1,012
-20% -$156K 0.21% 70
2022
Q3 		$704K Buy
5,026
+939
+23% +$143K 0.29% 54
2022
Q2 		$556K Buy
4,087
+1,730
+73% +$286K 0.53% 45
2022
Q1 		$414K Sell
2,357
-848
-26% -$141K 0.19% 57
2021
Q4 		$530K Buy
+3,205
New +$504K 0.24% 50

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return