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Sterling Financial Planning’s Marriott Vacations Worldwide VAC Stock Holding History

Sterling Financial Planning’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-40
Closed -$6K – 382
2021
Q3 		$6K Hold
40
– – ﹤0.01% 352
2021
Q2 		$6K Hold
40
– – ﹤0.01% 336
2021
Q1 		$7K Hold
40
– – 0.01% 300
2020
Q4 		$5K Buy
+40
New +$4.72K ﹤0.01% 307

Other funds holding VAC

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sterling Financial Planning sold out of Marriott Vacations Worldwide (VAC) in Q4 2021, closing a stake of 40 shares — an estimated $6K sold.

Sterling Financial Planning first reported a position in VAC in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 379 funds tracked by Wall St. Rank hold VAC as of Q4 2021.

  • Sterling Financial Planning reported no remaining Marriott Vacations Worldwide position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 40 Marriott Vacations Worldwide shares in Q4 2021, an estimated $6K.
  • Sterling Financial Planning first reported a position in Marriott Vacations Worldwide in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Marriott Vacations Worldwide position peaked at $7K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2021.

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