Sterling Investment Advisors (Pennsylvania)’s Marriott International MAR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2025 Q1	–	Sell	-825	Closed	-$230K	–	178
2024 Q4	$230K	Buy	+825	New	+$227K	0.06%	150
2022 Q3	–	Sell	-175	Closed	-$24K	–	337
2022 Q2	$24K	Hold	175	–	–	0.01%	307
2022 Q1	$31K	Hold	175	–	–	0.01%	313
2021 Q4	$29K	Buy	+175	New	+$27.5K	0.01%	324
2020 Q4	–	Sell	-50	Closed	-$5K	–	467
2020 Q3	$5K	Buy	50 +25	+100%	+$2.36K	﹤0.01%	383
2020 Q2	$2K	Buy	+25	New	+$2.17K	﹤0.01%	399

Other funds holding MAR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MAR Position: Q1 2025 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Marriott International (MAR) in Q1 2025, closing a stake of 825 shares — an estimated $230K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MAR in Q2 2020 and held it in 6 quarters. The position peaked at $230K in Q4 2024. 1,428 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

Sterling Investment Advisors (Pennsylvania) reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 825 Marriott International shares in Q1 2025, an estimated $230K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Marriott International in Q2 2020 and held it in 6 quarters.
Sterling Investment Advisors (Pennsylvania)'s Marriott International position peaked at $230K in Q4 2024.
1,428 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2025, filed 7 May 2025.