AJOVista’s Marsh MRSH Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-298	Closed	-$56.5K	–	273
2023 Q4	$56.5K	Buy	+298	New	+$57.6K	0.07%	281

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

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

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

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

AJOVista's MRSH Position: Q1 2024 in Review

AJOVista sold out of Marsh (MRSH) in Q1 2024, closing a stake of 298 shares — an estimated $56.5K sold.

AJOVista first reported a position in MRSH in Q4 2023 and held it in 1 quarter. The position peaked at $56.5K in Q4 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

AJOVista reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
AJOVista sold 298 Marsh shares in Q1 2024, an estimated $56.5K.
AJOVista first reported a position in Marsh in Q4 2023 and held it in 1 quarter.
AJOVista's Marsh position peaked at $56.5K in Q4 2023.
1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.