TrueWealth LLC’s Marriott International MAR Stock Holding History

TrueWealth LLC’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
2020 Q2	$153K	Buy	1,787 +100	+6%	+$8.69K	0.06%	160
2020 Q1	$126K	Hold	1,687	–	–	0.06%	167
2019 Q4	$255K	Hold	1,687	–	–	0.1%	115
2019 Q3	$210K	Hold	1,687	–	–	0.09%	129
2019 Q2	$237K	Hold	1,687	–	–	0.11%	121
2019 Q1	$211K	Hold	1,687	–	–	0.1%	131
2018 Q4	$183K	Sell	1,687 -14	-0.8%	-$1.61K	0.09%	134
2018 Q3	$225K	Hold	1,701	–	–	0.1%	119
2018 Q2	$215K	Hold	1,701	–	–	0.1%	122
2018 Q1	$231K	Buy	1,701 +8	+0.5%	+$1.12K	0.12%	116
2017 Q4	$230K	Buy	+1,693	New	+$208K	0.11%	119

Other funds holding MAR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueWealth LLC's MAR Position: Q2 2020 in Review

TrueWealth LLC increased its Marriott International (MAR) stake by 5.9% in Q2 2020, buying an estimated $8.69K and bringing the position to 1,787 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #160.

TrueWealth LLC first reported a position in MAR in Q4 2017 and has held it in 11 quarters since. The position peaked at $255K in Q4 2019. 803 funds tracked by Wall St. Rank hold MAR as of Q2 2020.

TrueWealth LLC held 1,787 shares of Marriott International worth $153K as of Q2 2020.
TrueWealth LLC bought 100 Marriott International shares in Q2 2020, an estimated $8.69K.
Marriott International made up 0.06% of TrueWealth LLC's portfolio in Q2 2020, its #160 holding.
TrueWealth LLC first reported a position in Marriott International in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Marriott International position peaked at $255K in Q4 2019.
803 funds tracked by Wall St. Rank held Marriott International as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.