Apriem Advisors’s Marsh MRSH Stock Holding History

Apriem 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 Q3	–	Sell	-1,786	Closed	-$376K	–	182
2024 Q2	$376K	Hold	1,786	–	–	0.05%	121
2024 Q1	$368K	Buy	+1,786	New	+$356K	0.05%	124
2019 Q1	–	Sell	-3,294	Closed	-$263K	–	137
2018 Q4	$263K	Buy	3,294 +15	+0.5%	+$1.25K	0.09%	99
2018 Q3	$271K	Buy	3,279 +16	+0.5%	+$1.35K	0.06%	115
2018 Q2	$267K	Buy	3,263 +15	+0.5%	+$1.23K	0.06%	110
2018 Q1	$268K	Buy	3,248 +15	+0.5%	+$1.24K	0.07%	106
2017 Q4	$263K	Buy	3,233 +15	+0.5%	+$1.25K	0.07%	110
2017 Q3	$270K	Buy	3,218 +15	+0.5%	+$1.19K	0.07%	112
2017 Q2	$250K	Buy	3,203 +3,003	+1,502%	+$227K	0.07%	111
2017 Q1	$15K	Hold	200	–	–	﹤0.01%	380
2016 Q4	$14K	Hold	200	–	–	﹤0.01%	405
2016 Q3	$13K	Hold	200	–	–	﹤0.01%	376
2016 Q2	$14K	Hold	200	–	–	﹤0.01%	376
2016 Q1	$12K	Hold	200	–	–	﹤0.01%	358
2015 Q4	$11K	Hold	200	–	–	﹤0.01%	366
2015 Q3	$10K	Buy	+200	New	+$11.2K	﹤0.01%	364

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Apriem Advisors's MRSH Position: Q3 2024 in Review

Apriem Advisors sold out of Marsh (MRSH) in Q3 2024, closing a stake of 1,786 shares — an estimated $376K sold.

Apriem Advisors first reported a position in MRSH in Q3 2015 and held it in 16 quarters. The position peaked at $376K in Q2 2024. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

Apriem Advisors reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
Apriem Advisors sold 1,786 Marsh shares in Q3 2024, an estimated $376K.
Apriem Advisors first reported a position in Marsh in Q3 2015 and held it in 16 quarters.
Apriem Advisors's Marsh position peaked at $376K in Q2 2024.
1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Apriem Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.