VitalStone Financial’s Marriott International MAR Stock Holding History

VitalStone 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 Q3	$1.99K	Sell	8 -84	-91%	-$19.6K	﹤0.01%	387
2024 Q2	$22.2K	Hold	92	–	–	0.02%	213
2024 Q1	$23K	Hold	92	–	–	0.02%	219
2023 Q4	$21K	Hold	92	–	–	0.02%	221
2023 Q3	$18K	Sell	92 -74	-45%	-$14.7K	0.02%	202
2023 Q2	$27K	Sell	166 -142	-46%	-$24.6K	0.02%	465
2023 Q1	$51K	Buy	308 +142	+86%	+$23.7K	0.04%	104
2022 Q4	$25K	Buy	+166	New	+$25.6K	0.02%	238

Other funds holding MAR

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

BlackRock New York $5.72T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VitalStone Financial's MAR Position: Q3 2024 in Review

VitalStone Financial reduced its Marriott International (MAR) stake by 91% in Q3 2024, selling an estimated $19.6K and leaving 8 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

VitalStone Financial first reported a position in MAR in Q4 2022 and has held it in 8 quarters since. The position peaked at $51K in Q1 2023. 1,403 funds tracked by Wall St. Rank hold MAR as of Q3 2024.

VitalStone Financial held 8 shares of Marriott International worth $1.99K as of Q3 2024.
VitalStone Financial sold 84 Marriott International shares in Q3 2024, an estimated $19.6K.
Marriott International made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #387 holding.
VitalStone Financial first reported a position in Marriott International in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Marriott International position peaked at $51K in Q1 2023.
1,403 funds tracked by Wall St. Rank held Marriott International as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.