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Angeles Investment Advisors’s Marsh MRSH Stock Holding History

Angeles Investment Advisors’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
2024
Q2 		– Sell
-1,100
Closed -$227K – 232
2024
Q1 		$227K Buy
+1,100
New +$219K 0.01% 197
2023
Q3 		– Sell
-1,082
Closed -$204K – 201
2023
Q2 		$204K Buy
+1,082
New +$192K 0.02% 148

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Angeles Investment Advisors's MRSH Position: Q2 2024 in Review

Angeles Investment Advisors sold out of Marsh (MRSH) in Q2 2024, closing a stake of 1,100 shares — an estimated $227K sold.

Angeles Investment Advisors first reported a position in MRSH in Q2 2023 and held it in 2 quarters. The position peaked at $227K in Q1 2024. 1,477 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • Angeles Investment Advisors reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,100 Marsh shares in Q2 2024, an estimated $227K.
  • Angeles Investment Advisors first reported a position in Marsh in Q2 2023 and held it in 2 quarters.
  • Angeles Investment Advisors's Marsh position peaked at $227K in Q1 2024.
  • 1,477 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Angeles Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.