AlphaSimPlex Group’s Marsh MRSH Stock Holding History

AlphaSimPlex Group’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 Q3	$233K	Sell	1,562 -253	-14%	-$40.6K	2.36%	19
2022 Q2	$282K	Hold	1,815	–	–	2.01%	12
2022 Q1	$309K	Sell	1,815 -2,145	-54%	-$338K	1.13%	28
2021 Q4	$688K	Sell	3,960 -4,079	-51%	-$678K	1.17%	19
2021 Q3	$1.22M	Buy	8,039 +1,334	+20%	+$202K	1.01%	20
2021 Q2	$943K	Hold	6,705	–	–	0.47%	79
2021 Q1	$817K	Sell	6,705 -6,782	-50%	-$781K	0.34%	138
2020 Q4	$1.58M	Buy	13,487 +787	+6%	+$89.4K	0.55%	40
2020 Q3	$1.46M	Buy	12,700 +1,732	+16%	+$198K	0.66%	21
2020 Q2	$1.18M	Buy	+10,968	New	+$1.11M	0.88%	11
2020 Q1	–	Sell	-9,388	Closed	-$1.05M	–	194
2019 Q4	$1.05M	Sell	9,388 -2,117	-18%	-$221K	0.39%	79
2019 Q3	$1.15M	Sell	11,505 -2,750	-19%	-$275K	0.44%	76
2019 Q2	$1.42M	Sell	14,255 -1,412	-9%	-$135K	0.44%	84
2019 Q1	$1.47M	Buy	+15,667	New	+$1.39M	0.5%	75

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

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

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

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

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

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

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

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

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

AlphaSimPlex Group's MRSH Position: Q3 2022 in Review

AlphaSimPlex Group reduced its Marsh (MRSH) stake by 14% in Q3 2022, selling an estimated $40.6K and leaving 1,562 shares worth $233K. The position accounts for 2.36% of the portfolio, ranked #19.

AlphaSimPlex Group first reported a position in MRSH in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.58M in Q4 2020. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

AlphaSimPlex Group held 1,562 shares of Marsh worth $233K as of Q3 2022.
AlphaSimPlex Group sold 253 Marsh shares in Q3 2022, an estimated $40.6K.
Marsh made up 2.36% of AlphaSimPlex Group's portfolio in Q3 2022, its #19 holding.
AlphaSimPlex Group first reported a position in Marsh in Q1 2019 and has held it in 14 quarters since.
AlphaSimPlex Group's Marsh position peaked at $1.58M in Q4 2020.
1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on AlphaSimPlex Group's 13F filing for Q3 2022, filed 8 Nov 2022.