Tradition Wealth Management’s Marriott International MAR Stock Holding History

Tradition 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 Q1	–	Sell	-297	Closed	-$67K	–	856
2023 Q4	$67K	Buy	297 +2	+0.7%	+$405	0.01%	558
2023 Q3	$58K	Buy	295 +11	+4%	+$2.19K	0.01%	567
2023 Q2	$52K	Hold	284	–	–	0.01%	615
2023 Q1	$47K	Sell	284 -7	-2%	-$1.17K	0.01%	623
2022 Q4	$43K	Hold	291	–	–	0.01%	571
2022 Q3	$41K	Buy	291 +2	+0.7%	+$306	0.01%	557
2022 Q2	$39K	Hold	289	–	–	0.01%	506
2022 Q1	$51K	Hold	289	–	–	0.01%	515
2021 Q4	$48K	Buy	289 +1	+0.3%	+$157	0.01%	535
2021 Q3	$43K	Buy	288 +8	+3%	+$1.12K	0.01%	541
2021 Q2	$38K	Hold	280	–	–	0.01%	607
2021 Q1	$41K	Hold	280	–	–	0.01%	475
2020 Q4	$37K	Buy	+280	New	+$32K	0.01%	468

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Tradition Wealth Management's MAR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Marriott International (MAR) in Q1 2024, closing a stake of 297 shares — an estimated $67K sold.

Tradition Wealth Management first reported a position in MAR in Q4 2020 and held it in 13 quarters. The position peaked at $67K in Q4 2023. 1,405 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

Tradition Wealth Management reported no remaining Marriott International position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 297 Marriott International shares in Q1 2024, an estimated $67K.
Tradition Wealth Management first reported a position in Marriott International in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Marriott International position peaked at $67K in Q4 2023.
1,405 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.