BC
MRSH icon

Barnett & Company’s Marsh MRSH Stock Holding History

Barnett & Company’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
2020
Q1 		– Sell
-42
Closed -$5K – 409
2019
Q4 		$5K Buy
42
+32
+320% +$3.34K ﹤0.01% 379
2019
Q3 		$1K Buy
+10
New +$1K ﹤0.01% 384
2017
Q3 		– Sell
-80
Closed -$6K – 338
2017
Q2 		$6K Hold
80
– – ﹤0.01% 325
2017
Q1 		$6K Hold
80
– – ﹤0.01% 304
2016
Q4 		$5K Hold
80
– – ﹤0.01% 341
2016
Q3 		$5K Buy
+80
New +$5.36K ﹤0.01% 363

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barnett & Company's MRSH Position: Q1 2020 in Review

Barnett & Company sold out of Marsh (MRSH) in Q1 2020, closing a stake of 42 shares — an estimated $5K sold.

Barnett & Company first reported a position in MRSH in Q3 2016 and held it in 6 quarters. The position peaked at $6K in Q2 2017. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • Barnett & Company reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
  • Barnett & Company sold 42 Marsh shares in Q1 2020, an estimated $5K.
  • Barnett & Company first reported a position in Marsh in Q3 2016 and held it in 6 quarters.
  • Barnett & Company's Marsh position peaked at $6K in Q2 2017.
  • 881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Barnett & Company's 13F filing for Q1 2020, filed 23 Apr 2020.