MAR β€” MARRIOTT INTL INC NEW CL A CL A

Ownership history in ING GROEP NV  Β·  46 quarters on record

This page tracks every 13F SEC filing in which ING GROEP NV reported a position in MARRIOTT INTL INC NEW CL A 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.

πŸ” Peak position
0.61% (2022 Q1)
πŸ“Š Avg. % of fund
0.07%
πŸ“… First filed
2008 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
46

Position Intelligence

ING GROEP NV Γ— MAR AI Analytics

πŸ“ˆ ING GROEP NV outperformed the S&P 500 by +11.4% annually on this MAR position. Timing score: 53% (24/45 decisions correct). Average cost basis: $62.85. Maximum drawdown during holding period: –50.4%.

πŸ“ˆ Position Alpha vs SPY
+11.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 11.4% per year on this position.
45 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
24 of 45 add/trim decisions correct

πŸ’° Entry Quality
$62.85
+312.6% vs current ($259.32)

Best entry: $12.88 (2009 Q1)  Β·  Worst: $237.76 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–50.4%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
48%
buy-side decisions

22 adds Β· 24 trims. Bought during 6 of 13 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    MAR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,261 -3,104 -71.1% 0.00% $328K $259.32
2025 Q2 REDUCED 4,365 -33,821 -88.6% 0.01% $1.2M $271.35
2025 Q1 ADDED 38,186 +1,938 +5.3% 0.06% $9.1M $235.97
2024 Q4 REDUCED 36,248 -14,656 -28.8% 0.07% $10.1M $275.71
2024 Q3 REDUCED 50,904 -90,383 -64.0% 0.07% $12.7M $245.17
2024 Q2 ADDED 141,287 +72,625 +105.8% 0.20% $34.2M $237.76
2024 Q1 REDUCED 68,662 -1,919 -2.7% 0.12% $17.3M $247.46
2023 Q4 ADDED 70,581 +3,496 +5.2% 0.13% $15.9M $220.70
2023 Q3 ADDED 67,085 +5,758 +9.4% 0.12% $13.2M $191.89
2023 Q2 REDUCED 61,327 -9,642 -13.6% 0.09% $11.3M $178.87
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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