AA
MRSH

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return