ACG Wealth’s Marsh MRSH Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-1	Closed	–	–	713
2022 Q2	$0	Buy	+1	New	+$160	﹤0.01%	1010

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACG Wealth's MRSH Position: Q3 2022 in Review

ACG Wealth sold out of Marsh (MRSH) in Q3 2022, closing a stake of 1 share.

ACG Wealth first reported a position in MRSH in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

ACG Wealth reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1 Marsh share in Q3 2022.
ACG Wealth first reported a position in Marsh in Q2 2022 and held it in 1 quarter.
ACG Wealth's Marsh position peaked at $0 in Q2 2022.
1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.