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Wilbanks Smith & Thomas Asset Management’s Marriott International MAR Stock Holding History

Wilbanks Smith & Thomas Asset 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 		$619K Buy
2,452
+17
+0.7% +$4.12K 0.02% 313
2023
Q4 		$549K Sell
2,435
-65
-3% -$13.2K 0.02% 318
2023
Q3 		$491K Hold
2,500
– – 0.02% 316
2023
Q2 		$459K Buy
2,500
+66
+3% +$11.4K 0.02% 329
2023
Q1 		$404K Sell
2,434
-1,074
-31% -$179K 0.01% 348
2022
Q4 		$522K Hold
3,508
– – 0.02% 302
2022
Q3 		$492K Sell
3,508
-108
-3% -$16.5K 0.02% 289
2022
Q2 		$492K Buy
3,616
+1,060
+41% +$175K 0.02% 301
2022
Q1 		$442K Sell
2,556
-74
-3% -$12.3K 0.02% 326
2021
Q4 		$435K Sell
2,630
-178
-6% -$28K 0.02% 348
2021
Q3 		$416K Sell
2,808
-68,051
-96% -$9.5M 0.02% 339
2021
Q2 		$9.67M Buy
70,859
+3,796
+6% +$547K 0.38% 65
2021
Q1 		$9.93M Buy
67,063
+37,836
+129% +$5.17M 0.43% 55
2020
Q4 		$3.86M Buy
+29,227
New +$3.34M 0.18% 106
2020
Q1 		– Sell
-2,004
Closed -$303K – 414
2019
Q4 		$303K Buy
2,004
+76
+4% +$10.2K 0.02% 328
2019
Q3 		$240K Buy
1,928
+36
+2% +$4.78K 0.02% 365
2019
Q2 		$265K Buy
+1,892
New +$251K 0.02% 337
2018
Q4 		– Sell
-1,577
Closed -$208K – 912
2018
Q3 		$208K Buy
+1,577
New +$201K 0.01% 386
2018
Q2 		– Sell
-1,501
Closed -$204K – 358
2018
Q1 		$204K Hold
1,501
– – 0.02% 328
2017
Q4 		$204K Buy
+1,501
New +$184K 0.02% 327
2017
Q1 		– Sell
-2,448
Closed -$202K – 337
2016
Q4 		$202K Buy
+2,448
New +$184K 0.02% 289

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MAR Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Marriott International (MAR) stake by 0.7% in Q1 2024, buying an estimated $4.12K and bringing the position to 2,452 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #313.

Wilbanks Smith & Thomas Asset Management first reported a position in MAR in Q4 2016 and has held it in 21 quarters since. The position peaked at $9.93M in Q1 2021. 1,403 funds tracked by Wall St. Rank hold MAR as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 2,452 shares of Marriott International worth $619K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 17 Marriott International shares in Q1 2024, an estimated $4.12K.
  • Marriott International made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #313 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Marriott International in Q4 2016 and has held it in 21 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Marriott International position peaked at $9.93M in Q1 2021.
  • 1,403 funds tracked by Wall St. Rank held Marriott International as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.