UAS
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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Asset Strategies's MAR Position: Q3 2024 in Review

United Asset Strategies sold out of Marriott International (MAR) in Q3 2024, closing a stake of 6,537 shares — an estimated $1.58M sold.

United Asset Strategies first reported a position in MAR in Q1 2022 and held it in 10 quarters. The position peaked at $1.7M in Q4 2023. 1,407 funds tracked by Wall St. Rank hold MAR as of Q3 2024.

  • United Asset Strategies reported no remaining Marriott International position as of Q3 2024 after selling out during the quarter.
  • United Asset Strategies sold 6,537 Marriott International shares in Q3 2024, an estimated $1.58M.
  • United Asset Strategies first reported a position in Marriott International in Q1 2022 and held it in 10 quarters.
  • United Asset Strategies's Marriott International position peaked at $1.7M in Q4 2023.
  • 1,407 funds tracked by Wall St. Rank held Marriott International as of Q3 2024.

Based on United Asset Strategies's 13F filing for Q3 2024, filed 28 Oct 2024.