SGI
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Summit Global Investments’s Marriott International MAR Stock Holding History

Summit Global Investments’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
-1,276
Closed -$234K – 570
2023
Q2 		$234K Buy
+1,276
New +$221K 0.02% 480

Other funds holding MAR

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BlackRock
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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

Summit Global Investments's MAR Position: Q3 2023 in Review

Summit Global Investments sold out of Marriott International (MAR) in Q3 2023, closing a stake of 1,276 shares — an estimated $234K sold.

Summit Global Investments first reported a position in MAR in Q2 2023 and held it in 1 quarter. The position peaked at $234K in Q2 2023. 1,231 funds tracked by Wall St. Rank hold MAR as of Q3 2023.

  • Summit Global Investments reported no remaining Marriott International position as of Q3 2023 after selling out during the quarter.
  • Summit Global Investments sold 1,276 Marriott International shares in Q3 2023, an estimated $234K.
  • Summit Global Investments first reported a position in Marriott International in Q2 2023 and held it in 1 quarter.
  • Summit Global Investments's Marriott International position peaked at $234K in Q2 2023.
  • 1,231 funds tracked by Wall St. Rank held Marriott International as of Q3 2023.

Based on Summit Global Investments's 13F filing for Q3 2023, filed 16 Oct 2023.