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Stoneridge Investment Partners’s Marriott International MAR Stock Holding History

Stoneridge Investment Partners’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 		– Sell
-1,744
Closed -$320K – 113
2023
Q2 		$320K Sell
1,744
-2,057
-54% -$357K 0.14% 91
2023
Q1 		$631K Buy
+3,801
New +$633K 0.33% 72
2020
Q1 		– Sell
-4,125
Closed -$625K – 136
2019
Q4 		$625K Hold
4,125
– – 0.21% 103
2019
Q3 		$513K Hold
4,125
– – 0.19% 109
2019
Q2 		$579K Hold
4,125
– – 0.21% 98
2019
Q1 		$516K Buy
+4,125
New +$485K 0.15% 103

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State Street
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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

Stoneridge Investment Partners's MAR Position: Q3 2023 in Review

Stoneridge Investment Partners sold out of Marriott International (MAR) in Q3 2023, closing a stake of 1,744 shares — an estimated $320K sold.

Stoneridge Investment Partners first reported a position in MAR in Q1 2019 and held it in 6 quarters. The position peaked at $631K in Q1 2023. 1,231 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

  • Stoneridge Investment Partners reported no remaining Marriott International position as of Q3 2023 after selling out during the quarter.
  • Stoneridge Investment Partners sold 1,744 Marriott International shares in Q3 2023, an estimated $320K.
  • Stoneridge Investment Partners first reported a position in Marriott International in Q1 2019 and held it in 6 quarters.
  • Stoneridge Investment Partners's Marriott International position peaked at $631K in Q1 2023.
  • 1,231 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

Based on Stoneridge Investment Partners's 13F filing for Q3 2023, filed 3 Nov 2023.