ADIM
MRSH

Alpha DNA Investment Management’s Marsh MRSH Stock Holding History

Alpha DNA Investment Management’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
Q1 		– Sell
-11,003
Closed -$1.82M – 182
2022
Q4 		$1.82M Buy
11,003
+7,047
+178% +$1.15M 0.64% 19
2022
Q3 		$590K Buy
+3,956
New +$635K 0.49% 82

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
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

Alpha DNA Investment Management's MRSH Position: Q1 2023 in Review

Alpha DNA Investment Management sold out of Marsh (MRSH) in Q1 2023, closing a stake of 11,003 shares — an estimated $1.82M sold.

Alpha DNA Investment Management first reported a position in MRSH in Q3 2022 and held it in 2 quarters. The position peaked at $1.82M in Q4 2022. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • Alpha DNA Investment Management reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
  • Alpha DNA Investment Management sold 11,003 Marsh shares in Q1 2023, an estimated $1.82M.
  • Alpha DNA Investment Management first reported a position in Marsh in Q3 2022 and held it in 2 quarters.
  • Alpha DNA Investment Management's Marsh position peaked at $1.82M in Q4 2022.
  • 1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Alpha DNA Investment Management's 13F filing for Q1 2023, filed 5 May 2023.