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Symphony Financial’s Marriott International MAR Stock Holding History

Symphony Financial’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
Q2 		– Sell
-2,956
Closed -$746K – 218
2024
Q1 		$746K Sell
2,956
-894
-23% -$216K 0.17% 100
2023
Q4 		$871K Sell
3,850
-1,200
-24% -$243K 0.19% 94
2023
Q3 		$979K Buy
5,050
+100
+2% +$19.9K 0.24% 74
2023
Q2 		$897K Buy
4,950
+900
+22% +$156K 0.22% 88
2023
Q1 		$659K Buy
+4,050
New +$675K 0.17% 105

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Symphony Financial's MAR Position: Q2 2024 in Review

Symphony Financial sold out of Marriott International (MAR) in Q2 2024, closing a stake of 2,956 shares — an estimated $746K sold.

Symphony Financial first reported a position in MAR in Q1 2023 and held it in 5 quarters. The position peaked at $979K in Q3 2023. 1,388 funds tracked by Wall St. Rank hold MAR as of Q2 2024.

  • Symphony Financial reported no remaining Marriott International position as of Q2 2024 after selling out during the quarter.
  • Symphony Financial sold 2,956 Marriott International shares in Q2 2024, an estimated $746K.
  • Symphony Financial first reported a position in Marriott International in Q1 2023 and held it in 5 quarters.
  • Symphony Financial's Marriott International position peaked at $979K in Q3 2023.
  • 1,388 funds tracked by Wall St. Rank held Marriott International as of Q2 2024.

Based on Symphony Financial's 13F filing for Q2 2024, filed 18 Jul 2024.