Aperio Group’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $44.3M | Buy |
378,837
+4,563
| +1% | +$518K | 0.13% | 149 |
|
|
2020
Q3 | $42.9M | Buy |
374,274
+20,992
| +6% | +$2.41M | 0.15% | 140 |
|
|
2020
Q2 | $37.9M | Sell |
353,282
-10,033
| -3% | -$1.02M | 0.14% | 145 |
|
|
2020
Q1 | $31.4M | Buy |
363,315
+51,378
| +16% | +$5.48M | 0.14% | 157 |
|
|
2019
Q4 | $34.8M | Buy |
311,937
+7,253
| +2% | +$758K | 0.12% | 183 |
|
|
2019
Q3 | $30.5M | Buy |
304,684
+12,275
| +4% | +$1.23M | 0.12% | 198 |
|
|
2019
Q2 | $29.2M | Buy |
292,409
+14,658
| +5% | +$1.4M | 0.12% | 187 |
|
|
2019
Q1 | $26.1M | Buy |
277,751
+10,193
| +4% | +$901K | 0.11% | 203 |
|
|
2018
Q4 | $21.3M | Sell |
267,558
-638
| -0.2% | -$53.2K | 0.11% | 220 |
|
|
2018
Q3 | $22.2M | Buy |
268,196
+10,581
| +4% | +$896K | 0.1% | 233 |
|
|
2018
Q2 | $21.1M | Buy |
257,615
+4,576
| +2% | +$374K | 0.1% | 229 |
|
|
2018
Q1 | $20.9M | Buy |
253,039
+18,314
| +8% | +$1.52M | 0.1% | 229 |
|
|
2017
Q4 | $19.1M | Buy |
234,725
+10,502
| +5% | +$873K | 0.1% | 246 |
|
|
2017
Q3 | $18.8M | Buy |
224,223
+1,558
| +0.7% | +$123K | 0.11% | 227 |
|
|
2017
Q2 | $17.4M | Buy |
222,665
+28,075
| +14% | +$2.12M | 0.11% | 222 |
|
|
2017
Q1 | $14.4M | Buy |
194,590
+13,691
| +8% | +$978K | 0.1% | 239 |
|
|
2016
Q4 | $12.2M | Sell |
180,899
-18,195
| -9% | -$1.22M | 0.09% | 250 |
|
|
2016
Q3 | $13.4M | Buy |
199,094
+6,276
| +3% | +$420K | 0.1% | 250 |
|
|
2016
Q2 | $13.2M | Sell |
192,818
-9,442
| -5% | -$606K | 0.1% | 231 |
|
|
2016
Q1 | $12.3M | Buy |
202,260
+25,821
| +15% | +$1.45M | 0.11% | 224 |
|
|
2015
Q4 | $9.78M | Buy |
176,439
+2,992
| +2% | +$165K | 0.09% | 261 |
|
|
2015
Q3 | $9.06M | Buy |
173,447
+11,103
| +7% | +$620K | 0.09% | 267 |
|
|
2015
Q2 | $9.21M | Buy |
162,344
+10,043
| +7% | +$580K | 0.1% | 261 |
|
|
2015
Q1 | $8.54M | Buy |
152,301
+9,156
| +6% | +$516K | 0.1% | 257 |
|
|
2014
Q4 | $8.19M | Buy |
143,145
+10,032
| +8% | +$550K | 0.1% | 242 |
|
|
2014
Q3 | $6.97M | Buy |
133,113
+5,671
| +4% | +$296K | 0.09% | 266 |
|
|
2014
Q2 | $6.6M | Buy |
127,442
+5,644
| +5% | +$280K | 0.1% | 264 |
|
|
2014
Q1 | $6M | Buy |
+121,798
| New | +$5.83M | 0.08% | 301 |
|
|
2013
Q4 | – | Sell |
-89,509
| Closed | -$4.15M | – | 311 |
|
|
2013
Q3 | $3.9M | Buy |
89,509
+9,751
| +12% | +$410K | 0.08% | 340 |
|
|
2013
Q2 | $3.18M | Buy |
+79,758
| New | +$3.12M | 0.08% | 333 |
|
Other funds holding MRSH
Aperio Group's MRSH Position: Q4 2020 in Review
Aperio Group increased its Marsh (MRSH) stake by 1.2% in Q4 2020, buying an estimated $518K and bringing the position to 378,837 shares worth $44.3M. The position accounts for 0.13% of the portfolio, ranked #149.
Aperio Group first reported a position in MRSH in Q2 2013 and has held it in 30 quarters since. 976 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.
- Aperio Group held 378,837 shares of Marsh worth $44.3M as of Q4 2020.
- Aperio Group bought 4,563 Marsh shares in Q4 2020, an estimated $518K.
- Marsh made up 0.13% of Aperio Group's portfolio in Q4 2020, its #149 holding.
- Aperio Group first reported a position in Marsh in Q2 2013 and has held it in 30 quarters since.
- 976 funds tracked by Wall St. Rank held Marsh as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.