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WMS Partners’s
Marriott International
MAR
Stock Holding History
WMS Partners’s Portfolio
MAR Stock Details
MAR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-2,561
Closed
-$359K
–
231
2019
Q2
$359K
Hold
2,561
–
–
0.09%
141
2019
Q1
$320K
Hold
2,561
–
–
0.08%
143
2018
Q4
$278K
Sell
2,561
-1,200
-32%
-$138K
0.08%
145
2018
Q3
$497K
Hold
3,761
–
–
0.06%
121
2018
Q2
$476K
Sell
3,761
-9
-0.2%
-$1.22K
0.06%
124
2018
Q1
$513K
Sell
3,770
-1,544
-29%
-$216K
0.06%
113
2017
Q4
$721K
Sell
5,314
-140
-3%
-$17.2K
0.08%
97
2017
Q3
$601K
Buy
5,454
+140
+3%
+$14.4K
0.07%
111
2017
Q2
$533K
Sell
5,314
-550
-9%
-$55K
0.07%
118
2017
Q1
$552K
Hold
5,864
–
–
0.07%
106
2016
Q4
$485K
Sell
5,864
-500
-8%
-$37.6K
0.06%
110
2016
Q3
$428K
Buy
6,364
+3,200
+101%
+$226K
0.06%
121
2016
Q2
$210K
Hold
3,164
–
–
0.03%
194
2016
Q1
$225K
Buy
+3,164
New
+$207K
0.03%
184
2015
Q3
–
Sell
-2,914
Closed
-$217K
–
235
2015
Q2
$217K
Buy
2,914
+49
+2%
+$3.87K
0.03%
253
2015
Q1
$230K
Buy
+2,865
New
+$228K
0.03%
232
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Eagle Capital Management (New York)
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$29.8B AUM
12.13%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
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$427B AUM
29.17%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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