Ownership history in Cornerstone Advisors, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisors, LLC reported a position in MARRIOTT INTL - CL A (MAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Advisors, LLC outperformed the S&P 500 by +1.0% annually on this MAR position. Timing score: 33% (2/6 decisions correct). Average cost basis: $149.54. Maximum drawdown during holding period: β22.5%.
β
Outperformed SPY on this position by 1.0% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $131.16 (2022 Q2) Β· Worst: $245.17 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 3 trims. Bought during 1 of 4 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size