Winch Advisory Services’s Marriott International MAR Stock Holding History

Winch Advisory Services’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
2025 Q1	–	Sell	-14	Closed	-$3.9K	–	525
2024 Q4	$3.9K	Buy	+14	New	+$3.84K	﹤0.01%	390
2021 Q3	–	Sell	-51	Closed	-$7K	–	499
2021 Q2	$7K	Hold	51	–	–	﹤0.01%	306
2021 Q1	$8K	Sell	51 -62	-55%	-$8.46K	﹤0.01%	267
2020 Q4	$15K	Hold	113	–	–	0.01%	185
2020 Q3	$10K	Hold	113	–	–	﹤0.01%	211
2020 Q2	$10K	Buy	+113	New	+$9.81K	﹤0.01%	198
2015 Q2	–	Sell	-2,758	Closed	-$221K	–	328
2015 Q1	$221K	Buy	+2,758	New	+$220K	0.13%	58
2014 Q4	–	Sell	-16,883	Closed	-$1.18M	–	121
2014 Q3	$1.18M	Buy	+16,883	New	+$1.14M	0.76%	35

Other funds holding MAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Winch Advisory Services's MAR Position: Q1 2025 in Review

Winch Advisory Services sold out of Marriott International (MAR) in Q1 2025, closing a stake of 14 shares — an estimated $3.9K sold.

Winch Advisory Services first reported a position in MAR in Q3 2014 and held it in 8 quarters. The position peaked at $1.18M in Q3 2014. 1,429 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

Winch Advisory Services reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 14 Marriott International shares in Q1 2025, an estimated $3.9K.
Winch Advisory Services first reported a position in Marriott International in Q3 2014 and held it in 8 quarters.
Winch Advisory Services's Marriott International position peaked at $1.18M in Q3 2014.
1,429 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.