SFG
MAR icon

Steward Financial Group’s Marriott International MAR Stock Holding History

Steward Financial Group’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
Q3 		$23K Buy
119
+2
+2% +$397 0.01% 232
2023
Q2 		$21K Buy
+117
New +$20.3K 0.01% 239
2022
Q3 		– Sell
-115
Closed -$15K – 797
2022
Q2 		$15K Buy
115
+44
+62% +$7.27K 0.01% 190
2022
Q1 		$12K Hold
71
– – 0.01% 196
2021
Q4 		$11K Buy
+71
New +$11.2K 0.01% 152

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

Steward Financial Group's MAR Position: Q3 2023 in Review

Steward Financial Group increased its Marriott International (MAR) stake by 1.7% in Q3 2023, buying an estimated $397 and bringing the position to 119 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #232.

Steward Financial Group first reported a position in MAR in Q4 2021 and has held it in 5 quarters since. 1,231 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

  • Steward Financial Group held 119 shares of Marriott International worth $23K as of Q3 2023.
  • Steward Financial Group bought 2 Marriott International shares in Q3 2023, an estimated $397.
  • Marriott International made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #232 holding.
  • Steward Financial Group first reported a position in Marriott International in Q4 2021 and has held it in 5 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.