SFP
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Sterling Financial Planning’s Marriott International MAR Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-403
Closed -$60K – 267
2021
Q3 		$60K Sell
403
-120
-23% -$16.8K 0.04% 167
2021
Q2 		$71K Hold
523
– – 0.05% 144
2021
Q1 		$77K Buy
523
+120
+30% +$16.4K 0.05% 122
2020
Q4 		$53K Buy
+403
New +$46K 0.04% 137

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sterling Financial Planning's MAR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Marriott International (MAR) in Q4 2021, closing a stake of 403 shares — an estimated $60K sold.

Sterling Financial Planning first reported a position in MAR in Q4 2020 and held it in 4 quarters. The position peaked at $77K in Q1 2021. 1,098 funds tracked by Wall St. Rank hold MAR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Marriott International position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 403 Marriott International shares in Q4 2021, an estimated $60K.
  • Sterling Financial Planning first reported a position in Marriott International in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Marriott International position peaked at $77K in Q1 2021.
  • 1,098 funds tracked by Wall St. Rank held Marriott International as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.