Windsor Wealth Management’s Marriott International MAR Stock Holding History

Windsor Wealth 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
2022 Q2	–	Sell	-8,704	Closed	-$1.43M	–	202
2022 Q1	$1.43M	Buy	8,704 +1,677	+24%	+$279K	0.26%	73
2021 Q4	$1.18M	Buy	7,027 +46	+0.7%	+$7.24K	0.22%	101
2021 Q3	$1.09M	Buy	6,981 +736	+12%	+$103K	0.23%	99
2021 Q2	$853K	Buy	6,245 +675	+12%	+$97.3K	0.18%	108
2021 Q1	$825K	Buy	5,570 +865	+18%	+$118K	0.2%	105
2020 Q4	$621K	Buy	4,705 +147	+3%	+$16.8K	0.16%	122
2020 Q3	$438K	Sell	4,558 -12,087	-73%	-$1.14M	0.13%	135
2020 Q2	$1.43M	Buy	+16,645	New	+$1.45M	0.45%	50

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

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

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Windsor Wealth Management's MAR Position: Q2 2022 in Review

Windsor Wealth Management sold out of Marriott International (MAR) in Q2 2022, closing a stake of 8,704 shares — an estimated $1.43M sold.

Windsor Wealth Management first reported a position in MAR in Q2 2020 and held it in 8 quarters. The position peaked at $1.43M in Q2 2020. 1,090 funds tracked by Wall St. Rank hold MAR as of Q2 2022.

Windsor Wealth Management reported no remaining Marriott International position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 8,704 Marriott International shares in Q2 2022, an estimated $1.43M.
Windsor Wealth Management first reported a position in Marriott International in Q2 2020 and held it in 8 quarters.
Windsor Wealth Management's Marriott International position peaked at $1.43M in Q2 2020.
1,090 funds tracked by Wall St. Rank held Marriott International as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.