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Almanack Investment Partners’s Marsh MRSH Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-290
Closed -$43K – 784
2022
Q3 		$43K Buy
+290
New +$46.5K 0.01% 287

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Almanack Investment Partners's MRSH Position: Q4 2022 in Review

Almanack Investment Partners sold out of Marsh (MRSH) in Q4 2022, closing a stake of 290 shares — an estimated $43K sold.

Almanack Investment Partners first reported a position in MRSH in Q3 2022 and held it in 1 quarter. The position peaked at $43K in Q3 2022. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Almanack Investment Partners reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 290 Marsh shares in Q4 2022, an estimated $43K.
  • Almanack Investment Partners first reported a position in Marsh in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Marsh position peaked at $43K in Q3 2022.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.