ACM
MRSH

Ativo Capital Management’s Marsh MRSH Stock Holding History

Ativo Capital Management’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
2022
Q3 		– Sell
-9,772
Closed -$1.52M – 102
2022
Q2 		$1.52M Hold
9,772
– – 1.02% 16
2022
Q1 		$1.67M Buy
9,772
+22
+0.2% +$3.47K 0.85% 34
2021
Q4 		$1.7M Hold
9,750
– – 0.75% 55
2021
Q3 		$1.48M Hold
9,750
– – 0.69% 58
2021
Q2 		$1.37M Hold
9,750
– – 0.58% 80
2021
Q1 		$1.19M Buy
9,750
+80
+0.8% +$9.21K 0.5% 87
2020
Q4 		$1.13M Sell
9,670
-1,164
-11% -$132K 0.49% 84
2020
Q3 		$1.24M Sell
10,834
-1,752
-14% -$201K 0.6% 58
2020
Q2 		$1.35M Buy
+12,586
New +$1.27M 0.73% 41

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ativo Capital Management's MRSH Position: Q3 2022 in Review

Ativo Capital Management sold out of Marsh (MRSH) in Q3 2022, closing a stake of 9,772 shares — an estimated $1.52M sold.

Ativo Capital Management first reported a position in MRSH in Q2 2020 and held it in 9 quarters. The position peaked at $1.7M in Q4 2021. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Ativo Capital Management reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • Ativo Capital Management sold 9,772 Marsh shares in Q3 2022, an estimated $1.52M.
  • Ativo Capital Management first reported a position in Marsh in Q2 2020 and held it in 9 quarters.
  • Ativo Capital Management's Marsh position peaked at $1.7M in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Ativo Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.