Sweet Financial Partners’s Marriott International MAR Stock Holding History

Sweet Financial 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
2024 Q3	$524K	Hold	2,109	–	–	0.11%	124
2024 Q2	$510K	Sell	2,109 -80	-4%	-$19.2K	0.12%	120
2024 Q1	$552K	Sell	2,189 -2,255	-51%	-$546K	0.13%	120
2023 Q4	$1M	Hold	4,444	–	–	0.24%	75
2023 Q3	$874K	Hold	4,444	–	–	0.23%	73
2023 Q2	$816K	Hold	4,444	–	–	0.21%	73
2023 Q1	$738K	Hold	4,444	–	–	0.2%	78
2022 Q4	$662K	Hold	4,444	–	–	0.19%	81
2022 Q3	$623K	Hold	4,444	–	–	0.2%	74
2022 Q2	$604K	Hold	4,444	–	–	0.19%	76
2022 Q1	$781K	Buy	4,444 +2,299	+107%	+$382K	0.21%	61
2021 Q4	$354K	Buy	+2,145	New	+$337K	0.15%	95

Other funds holding MAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sweet Financial Partners's MAR Position: Q3 2024 in Review

Sweet Financial Partners held its Marriott International (MAR) position steady in Q3 2024 at 2,109 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #124.

Sweet Financial Partners first reported a position in MAR in Q4 2021 and has held it in 12 quarters since. The position peaked at $1M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold MAR as of Q3 2024.

Sweet Financial Partners held 2,109 shares of Marriott International worth $524K as of Q3 2024.
Sweet Financial Partners left its Marriott International share count unchanged in Q3 2024.
Marriott International made up 0.11% of Sweet Financial Partners's portfolio in Q3 2024, its #124 holding.
Sweet Financial Partners first reported a position in Marriott International in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Marriott International position peaked at $1M in Q4 2023.
1,404 funds tracked by Wall St. Rank held Marriott International as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.