UAS
MAR icon

United Asset Strategies’s Marriott International MAR Stock Holding History

United Asset Strategies’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 		– Sell
-6,537
Closed -$1.58M – 242
2024
Q2 		$1.58M Buy
6,537
+139
+2% +$33.4K 0.16% 118
2024
Q1 		$1.61M Sell
6,398
-1,144
-15% -$277K 0.16% 115
2023
Q4 		$1.7M Sell
7,542
-115
-2% -$23.3K 0.19% 99
2023
Q3 		$1.5M Buy
7,657
+93
+1% +$18.5K 0.19% 110
2023
Q2 		$1.39M Sell
7,564
-165
-2% -$28.6K 0.17% 118
2023
Q1 		$1.28M Sell
7,729
-329
-4% -$54.8K 0.17% 120
2022
Q4 		$1.2M Buy
8,058
+45
+0.6% +$6.93K 0.17% 116
2022
Q3 		$1.12M Buy
8,013
+225
+3% +$34.4K 0.17% 115
2022
Q2 		$1.06M Buy
7,788
+171
+2% +$28.3K 0.15% 119
2022
Q1 		$1.34M Buy
+7,617
New +$1.27M 0.17% 107

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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