Alpha Windward’s Marsh MRSH Stock Holding History

Alpha Windward’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
2020 Q4	–	Sell	-277	Closed	-$32K	–	213
2020 Q3	$32K	Hold	277	–	–	0.02%	303
2020 Q2	$30K	Sell	277 -106	-28%	-$10.7K	0.02%	303
2020 Q1	$33K	Hold	383	–	–	0.03%	295
2019 Q4	$43K	Sell	383 -1	-0.3%	-$104	0.03%	299
2019 Q3	$38K	Hold	384	–	–	0.03%	301
2019 Q2	$40K	Sell	384 -48	-11%	-$4.59K	0.03%	309
2019 Q1	$41K	Hold	432	–	–	0.03%	306
2018 Q4	$34K	Sell	432 -2	-0.5%	-$167	0.03%	309
2018 Q3	$36K	Sell	434 -35	-7%	-$2.96K	0.02%	331
2018 Q2	$38K	Buy	469 +206	+78%	+$16.8K	0.02%	330
2018 Q1	$22K	Sell	263 -5	-2%	-$414	0.01%	352
2017 Q4	$22K	Sell	268 -2	-0.7%	-$166	0.01%	356
2017 Q3	$23K	Hold	270	–	–	0.01%	374
2017 Q2	$21K	Buy	270 +30	+13%	+$2.27K	0.01%	368
2017 Q1	$18K	Hold	240	–	–	0.01%	378
2016 Q4	$16K	Sell	240 -2	-0.8%	-$134	0.01%	368
2016 Q3	$16K	Hold	242	–	–	0.01%	380
2016 Q2	$17K	Sell	242 -25	-9%	-$1.6K	0.01%	368
2016 Q1	$16K	Hold	267	–	–	0.01%	377
2015 Q4	$15K	Buy	267 +10	+4%	+$551	0.01%	369
2015 Q3	$13K	Hold	257	–	–	0.01%	386
2015 Q2	$15K	Sell	257 -62	-19%	-$3.58K	0.01%	377
2015 Q1	$18K	Hold	319	–	–	0.01%	383
2014 Q4	$18K	Sell	319 -7	-2%	-$384	0.01%	369
2014 Q3	$17K	Hold	326	–	–	0.01%	371
2014 Q2	$17K	Buy	326 +266	+443%	+$13.2K	0.01%	355
2014 Q1	$3K	Hold	60	–	–	﹤0.01%	395
2013 Q4	$3K	Sell	60 -47	-44%	-$2.18K	﹤0.01%	390
2013 Q3	$5K	Hold	107	–	–	﹤0.01%	381
2013 Q2	$4K	Buy	+107	New	+$4.19K	﹤0.01%	374

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

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

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

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

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

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

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

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

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

Alpha Windward's MRSH Position: Q4 2020 in Review

Alpha Windward sold out of Marsh (MRSH) in Q4 2020, closing a stake of 277 shares — an estimated $32K sold.

Alpha Windward first reported a position in MRSH in Q2 2013 and held it in 30 quarters. The position peaked at $43K in Q4 2019. 975 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.

Alpha Windward reported no remaining Marsh position as of Q4 2020 after selling out during the quarter.
Alpha Windward sold 277 Marsh shares in Q4 2020, an estimated $32K.
Alpha Windward first reported a position in Marsh in Q2 2013 and held it in 30 quarters.
Alpha Windward's Marsh position peaked at $43K in Q4 2019.
975 funds tracked by Wall St. Rank held Marsh as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.