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Steel Grove Capital Advisors’s Marriott International MAR Stock Holding History

Steel Grove Capital 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
2021
Q1 		– Sell
-11,219
Closed -$1.48M – 142
2020
Q4 		$1.48M Sell
11,219
-3,514
-24% -$401K 0.48% 38
2020
Q3 		$1.36M Buy
14,733
+196
+1% +$18.5K 0.56% 37
2020
Q2 		$1.25M Buy
+14,537
New +$1.26M 0.56% 41

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Steel Grove Capital Advisors's MAR Position: Q1 2021 in Review

Steel Grove Capital Advisors sold out of Marriott International (MAR) in Q1 2021, closing a stake of 11,219 shares — an estimated $1.48M sold.

Steel Grove Capital Advisors first reported a position in MAR in Q2 2020 and held it in 3 quarters. The position peaked at $1.48M in Q4 2020. 1,023 funds tracked by Wall St. Rank hold MAR as of Q1 2021.

  • Steel Grove Capital Advisors reported no remaining Marriott International position as of Q1 2021 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 11,219 Marriott International shares in Q1 2021, an estimated $1.48M.
  • Steel Grove Capital Advisors first reported a position in Marriott International in Q2 2020 and held it in 3 quarters.
  • Steel Grove Capital Advisors's Marriott International position peaked at $1.48M in Q4 2020.
  • 1,023 funds tracked by Wall St. Rank held Marriott International as of Q1 2021.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.