SFP
MAR icon

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

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Massachusetts Financial Services
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return