Badgley, Phelps & Bell’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $17.4M | Buy |
123,560
+5,912
| +5% | +$793K | 0.65% | 51 |
|
|
2021
Q1 | $14.3M | Sell |
117,648
-2,756
| -2% | -$317K | 0.59% | 56 |
|
|
2020
Q4 | $14.1M | Buy |
120,404
+1,003
| +0.8% | +$114K | 0.61% | 59 |
|
|
2020
Q3 | $13.7M | Buy |
119,401
+767
| +0.6% | +$87.9K | 0.67% | 59 |
|
|
2020
Q2 | $12.7M | Sell |
118,634
-202
| -0.2% | -$20.4K | 0.7% | 55 |
|
|
2020
Q1 | $10.3M | Sell |
118,836
-42,138
| -26% | -$4.49M | 0.67% | 56 |
|
|
2019
Q4 | $17.9M | Buy |
160,974
+2,207
| +1% | +$231K | 0.94% | 32 |
|
|
2019
Q3 | $15.9M | Buy |
158,767
+2,550
| +2% | +$255K | 0.91% | 38 |
|
|
2019
Q2 | $15.6M | Sell |
156,217
-6,051
| -4% | -$579K | 0.91% | 39 |
|
|
2019
Q1 | $15.2M | Buy |
162,268
+6,875
| +4% | +$608K | 0.92% | 38 |
|
|
2018
Q4 | $12.4M | Buy |
155,393
+4,303
| +3% | +$359K | 0.9% | 42 |
|
|
2018
Q3 | $12.5M | Buy |
151,090
+4,707
| +3% | +$399K | 0.76% | 50 |
|
|
2018
Q2 | $12M | Buy |
146,383
+2,068
| +1% | +$169K | 0.78% | 51 |
|
|
2018
Q1 | $11.9M | Buy |
144,315
+5,876
| +4% | +$487K | 0.79% | 48 |
|
|
2017
Q4 | $11.3M | Sell |
138,439
-1,948
| -1% | -$162K | 0.77% | 52 |
|
|
2017
Q3 | $11.8M | Buy |
140,387
+1,682
| +1% | +$133K | 0.87% | 35 |
|
|
2017
Q2 | $10.8M | Buy |
138,705
+484
| +0.4% | +$36.5K | 0.84% | 41 |
|
|
2017
Q1 | $10.2M | Sell |
138,221
-1,329
| -1% | -$95K | 0.83% | 40 |
|
|
2016
Q4 | $9.43M | Sell |
139,550
-806
| -0.6% | -$54K | 0.82% | 51 |
|
|
2016
Q3 | $9.44M | Sell |
140,356
-2,358
| -2% | -$158K | 0.83% | 42 |
|
|
2016
Q2 | $9.77M | Buy |
142,714
+1,795
| +1% | +$115K | 0.89% | 35 |
|
|
2016
Q1 | $8.57M | Buy |
140,919
+4,681
| +3% | +$262K | 0.81% | 43 |
|
|
2015
Q4 | $7.55M | Buy |
136,238
+1,272
| +0.9% | +$70.1K | 0.74% | 59 |
|
|
2015
Q3 | $7.05M | Sell |
134,966
-461
| -0.3% | -$25.7K | 0.73% | 60 |
|
|
2015
Q2 | $7.68M | Sell |
135,427
-2,632
| -2% | -$152K | 0.75% | 61 |
|
|
2015
Q1 | $7.74M | Sell |
138,059
-2,886
| -2% | -$163K | 0.76% | 59 |
|
|
2014
Q4 | $8.07M | Sell |
140,945
-1,828
| -1% | -$100K | 0.79% | 60 |
|
|
2014
Q3 | $7.47M | Sell |
142,773
-3
| -0% | -$156 | 0.74% | 66 |
|
|
2014
Q2 | $7.4M | Sell |
142,776
-2,396
| -2% | -$119K | 0.74% | 63 |
|
|
2014
Q1 | $7.16M | Buy |
145,172
+724
| +0.5% | +$34.7K | 0.74% | 59 |
|
|
2013
Q4 | $6.99M | Buy |
144,448
+1,134
| +0.8% | +$52.6K | 0.73% | 65 |
|
|
2013
Q3 | $6.24M | Sell |
143,314
-1,275
| -0.9% | -$53.6K | 0.7% | 68 |
|
|
2013
Q2 | $5.77M | Buy |
+144,589
| New | +$5.66M | 0.68% | 70 |
|
Other funds holding MRSH
Badgley, Phelps & Bell's MRSH Position: Q2 2021 in Review
Badgley, Phelps & Bell increased its Marsh (MRSH) stake by 5% in Q2 2021, buying an estimated $793K and bringing the position to 123,560 shares worth $17.4M. The position accounts for 0.65% of the portfolio, ranked #51.
Badgley, Phelps & Bell first reported a position in MRSH in Q2 2013 and has held it in 33 quarters since. The position peaked at $17.9M in Q4 2019. 1,005 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.
- Badgley, Phelps & Bell held 123,560 shares of Marsh worth $17.4M as of Q2 2021.
- Badgley, Phelps & Bell bought 5,912 Marsh shares in Q2 2021, an estimated $793K.
- Marsh made up 0.65% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #51 holding.
- Badgley, Phelps & Bell first reported a position in Marsh in Q2 2013 and has held it in 33 quarters since.
- Badgley, Phelps & Bell's Marsh position peaked at $17.9M in Q4 2019.
- 1,005 funds tracked by Wall St. Rank held Marsh as of Q2 2021.
Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.