Amica Retiree Medical Trust’s Marsh MRSH Stock Holding History

Amica Retiree Medical Trust’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
2021 Q2	–	Sell	-3,006	Closed	-$366K	–	134
2021 Q1	$366K	Sell	3,006 -999	-25%	-$115K	0.25%	100
2020 Q4	$469K	Hold	4,005	–	–	0.33%	94
2020 Q3	$459K	Hold	4,005	–	–	0.36%	91
2020 Q2	$430K	Hold	4,005	–	–	0.34%	93
2020 Q1	$346K	Hold	4,005	–	–	0.31%	101
2019 Q4	$446K	Hold	4,005	–	–	0.34%	75
2019 Q3	$401K	Sell	4,005 -1,921	-32%	-$192K	0.32%	86
2019 Q2	$591K	Buy	5,926 +3,650	+160%	+$349K	0.48%	54
2019 Q1	$214K	Hold	2,276	–	–	0.19%	165
2018 Q4	$182K	Hold	2,276	–	–	0.17%	166
2018 Q3	$188K	Sell	2,276 -538	-19%	-$45.6K	0.16%	171
2018 Q2	$231K	Hold	2,814	–	–	0.2%	144
2018 Q1	$232K	Hold	2,814	–	–	0.2%	150
2017 Q4	$229K	Hold	2,814	–	–	0.17%	163
2017 Q3	$236K	Buy	+2,814	New	+$223K	0.19%	154

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

Amica Retiree Medical Trust's MRSH Position: Q2 2021 in Review

Amica Retiree Medical Trust sold out of Marsh (MRSH) in Q2 2021, closing a stake of 3,006 shares — an estimated $366K sold.

Amica Retiree Medical Trust first reported a position in MRSH in Q3 2017 and held it in 15 quarters. The position peaked at $591K in Q2 2019. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

Amica Retiree Medical Trust reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
Amica Retiree Medical Trust sold 3,006 Marsh shares in Q2 2021, an estimated $366K.
Amica Retiree Medical Trust first reported a position in Marsh in Q3 2017 and held it in 15 quarters.
Amica Retiree Medical Trust's Marsh position peaked at $591K in Q2 2019.
1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2021, filed 4 Aug 2021.