SS
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Simplicity Solutions’s Marriott International MAR Stock Holding History

Simplicity Solutions’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
2023
Q4 		$1.13M Sell
4,994
-330
-6% -$66.9K 0.03% 414
2023
Q3 		$1.05M Sell
5,324
-114
-2% -$22.6K 0.03% 404
2023
Q2 		$999K Sell
5,438
-11,159
-67% -$1.94M 0.03% 465
2023
Q1 		$2.76M Buy
16,597
+14,143
+576% +$2.36M 0.07% 242
2022
Q4 		$365K Buy
2,454
+500
+26% +$77K 0.05% 427
2022
Q3 		$274K Buy
1,954
+183
+10% +$28K 0.04% 490
2022
Q2 		$241K Buy
1,771
+215
+14% +$35.5K 0.03% 501
2022
Q1 		$273K Sell
1,556
-1,420
-48% -$236K 0.03% 488
2021
Q4 		$492K Buy
2,976
+1,036
+53% +$163K 0.05% 396
2021
Q3 		$287K Buy
1,940
+291
+18% +$40.6K 0.04% 454
2021
Q2 		$225K Buy
+1,649
New +$238K 0.04% 470
2021
Q1 		– Sell
-5,704
Closed -$753K – 783
2020
Q4 		$753K Buy
5,704
+137
+2% +$15.7K 0.01% 610
2020
Q3 		$515K Sell
5,567
-8,634
-61% -$815K 0.01% 623
2020
Q2 		$1.22M Buy
14,201
+8,066
+131% +$701K 0.02% 417
2020
Q1 		$459K Buy
6,135
+3,805
+163% +$473K 0.01% 510
2019
Q4 		$353K Buy
2,330
+337
+17% +$45.2K 0.01% 625
2019
Q3 		$248K Sell
1,993
-141
-7% -$18.7K 0.01% 620
2019
Q2 		$299K Sell
2,134
-11,292
-84% -$1.5M 0.01% 495
2019
Q1 		$1.68M Buy
13,426
+1,684
+14% +$198K 0.1% 176
2018
Q4 		$1.27M Buy
11,742
+8,977
+325% +$1.03M 0.16% 146
2018
Q3 		$365K Buy
+2,765
New +$353K 0.02% 333

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Simplicity Solutions's MAR Position: Q4 2023 in Review

Simplicity Solutions reduced its Marriott International (MAR) stake by 6.2% in Q4 2023, selling an estimated $66.9K and leaving 4,994 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #414.

Simplicity Solutions first reported a position in MAR in Q3 2018 and has held it in 21 quarters since. The position peaked at $2.76M in Q1 2023. 1,343 funds tracked by Wall St. Rank hold MAR as of Q4 2023.

  • Simplicity Solutions held 4,994 shares of Marriott International worth $1.13M as of Q4 2023.
  • Simplicity Solutions sold 330 Marriott International shares in Q4 2023, an estimated $66.9K.
  • Marriott International made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #414 holding.
  • Simplicity Solutions first reported a position in Marriott International in Q3 2018 and has held it in 21 quarters since.
  • Simplicity Solutions's Marriott International position peaked at $2.76M in Q1 2023.
  • 1,343 funds tracked by Wall St. Rank held Marriott International as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.