AFA
MRSH

Abacus FCF Advisors’s Marsh MRSH Stock Holding History

Abacus FCF Advisors’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,431
Closed -$1.22M – 176
2023
Q3 		$1.22M Sell
6,431
-175
-3% -$33.5K 0.65% 53
2023
Q2 		$1.24M Buy
+6,606
New +$1.17M 0.63% 58

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abacus FCF Advisors's MRSH Position: Q4 2023 in Review

Abacus FCF Advisors sold out of Marsh (MRSH) in Q4 2023, closing a stake of 6,431 shares — an estimated $1.22M sold.

Abacus FCF Advisors first reported a position in MRSH in Q2 2023 and held it in 2 quarters. The position peaked at $1.24M in Q2 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Abacus FCF Advisors reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Abacus FCF Advisors sold 6,431 Marsh shares in Q4 2023, an estimated $1.22M.
  • Abacus FCF Advisors first reported a position in Marsh in Q2 2023 and held it in 2 quarters.
  • Abacus FCF Advisors's Marsh position peaked at $1.24M in Q2 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Abacus FCF Advisors's 13F filing for Q4 2023, filed 4 Jan 2024.