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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sendero Wealth Management's MAR Position: Q2 2024 in Review

Sendero Wealth Management sold out of Marriott International (MAR) in Q2 2024, closing a stake of 1,251 shares — an estimated $316K sold.

Sendero Wealth Management first reported a position in MAR in Q4 2021 and held it in 10 quarters. The position peaked at $829K in Q4 2023. 1,388 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

Sendero Wealth Management reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
Sendero Wealth Management sold 1,251 Marriott International shares in Q2 2024, an estimated $316K.
Sendero Wealth Management first reported a position in Marriott International in Q4 2021 and held it in 10 quarters.
Sendero Wealth Management's Marriott International position peaked at $829K in Q4 2023.
1,388 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Sendero Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.