Acorn Financial Advisory Services’s Marsh MRSH Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-14,607	Closed	-$2.54M	–	228
2021 Q4	$2.54M	Hold	14,607	–	–	0.51%	24
2021 Q3	$2.21M	Hold	14,607	–	–	0.68%	28
2021 Q2	$2.06M	Hold	14,607	–	–	0.61%	37
2021 Q1	$1.78M	Hold	14,607	–	–	0.65%	37
2020 Q4	$1.71M	Hold	14,607	–	–	0.67%	32
2020 Q3	$1.68M	Sell	14,607 -6,978	-32%	-$800K	0.88%	21
2020 Q2	$2.32M	Hold	21,585	–	–	1.61%	8
2020 Q1	$1.87M	Hold	21,585	–	–	1.85%	6
2019 Q4	$2.4M	Buy	+21,585	New	+$2.25M	2.02%	4

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acorn Financial Advisory Services's MRSH Position: Q1 2022 in Review

Acorn Financial Advisory Services sold out of Marsh (MRSH) in Q1 2022, closing a stake of 14,607 shares — an estimated $2.54M sold.

Acorn Financial Advisory Services first reported a position in MRSH in Q4 2019 and held it in 9 quarters. The position peaked at $2.54M in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

Acorn Financial Advisory Services reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 14,607 Marsh shares in Q1 2022, an estimated $2.54M.
Acorn Financial Advisory Services first reported a position in Marsh in Q4 2019 and held it in 9 quarters.
Acorn Financial Advisory Services's Marsh position peaked at $2.54M in Q4 2021.
1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.