ACM
MRSH icon

AUA Capital Management’s Marsh MRSH Stock Holding History

AUA 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
2023
Q1 		– Sell
-46
Closed -$7.61K – 239
2022
Q4 		$7.61K Hold
46
– – 0.01% 166
2022
Q3 		$7K Sell
46
-1
-2% -$160 ﹤0.01% 176
2022
Q2 		$7K Hold
47
– – ﹤0.01% 181
2022
Q1 		$8K Hold
47
– – ﹤0.01% 177
2021
Q4 		$8K Hold
47
– – ﹤0.01% 175
2021
Q3 		$7K Hold
47
– – ﹤0.01% 173
2021
Q2 		$7K Hold
47
– – ﹤0.01% 174
2021
Q1 		$6K Hold
47
– – ﹤0.01% 191
2020
Q4 		$5K Sell
47
-1
-2% -$114 ﹤0.01% 193
2020
Q3 		$6K Buy
+48
New +$5.5K 0.01% 175

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

AUA Capital Management's MRSH Position: Q1 2023 in Review

AUA Capital Management sold out of Marsh (MRSH) in Q1 2023, closing a stake of 46 shares — an estimated $7.61K sold.

AUA Capital Management first reported a position in MRSH in Q3 2020 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • AUA Capital Management reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 46 Marsh shares in Q1 2023, an estimated $7.61K.
  • AUA Capital Management first reported a position in Marsh in Q3 2020 and held it in 10 quarters.
  • AUA Capital Management's Marsh position peaked at $8K in Q1 2022.
  • 1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.