Sugarloaf Wealth Management’s Marriott International MAR Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$129K	Hold	464	–	–	0.02%	214
2024 Q3	$115K	Hold	464	–	–	0.02%	227
2024 Q2	$112K	Hold	464	–	–	0.02%	220
2024 Q1	$117K	Hold	464	–	–	0.02%	216
2023 Q4	$105K	Hold	464	–	–	0.03%	214
2023 Q3	$91.2K	Hold	464	–	–	0.02%	218
2023 Q2	$85.2K	Hold	464	–	–	0.02%	224
2023 Q1	$77K	Sell	464 -40	-8%	-$6.66K	0.02%	231
2022 Q4	$75K	Sell	504 -4	-0.8%	-$616	0.02%	228
2022 Q3	$72K	Hold	508	–	–	0.02%	238
2022 Q2	$69K	Hold	508	–	–	0.02%	236
2022 Q1	$89K	Hold	508	–	–	0.02%	204
2021 Q4	$84K	Sell	508 -16	-3%	-$2.52K	0.02%	219
2021 Q3	$78K	Hold	524	–	–	0.02%	219
2021 Q2	$72K	Sell	524 -60	-10%	-$8.65K	0.02%	227
2021 Q1	$86	Hold	584	–	–	0.03%	207
2020 Q4	$77K	Hold	584	–	–	0.03%	202
2020 Q3	$54K	Hold	584	–	–	0.02%	228
2020 Q2	$50K	Buy	584 +325	+125%	+$28.2K	0.02%	233
2020 Q1	$19K	Buy	259 +245	+1,750%	+$30.5K	0.01%	339
2019 Q4	$2K	Buy	+14	New	+$1.88K	﹤0.01%	636

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's MAR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Marriott International (MAR) position steady in Q4 2024 at 464 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #214.

Sugarloaf Wealth Management first reported a position in MAR in Q4 2019 and has held it in 21 quarters since. 1,528 funds tracked by Wall St. Rank hold MAR as of Q4 2024.

Sugarloaf Wealth Management held 464 shares of Marriott International worth $129K as of Q4 2024.
Sugarloaf Wealth Management left its Marriott International share count unchanged in Q4 2024.
Marriott International made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #214 holding.
Sugarloaf Wealth Management first reported a position in Marriott International in Q4 2019 and has held it in 21 quarters since.
1,528 funds tracked by Wall St. Rank held Marriott International as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.