Baystate Wealth Management’s Marsh MRSH Stock Holding History

Baystate Wealth 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 Q4	$2.3K	Buy	12 +2	+20%	+$386	﹤0.01%	1032
2023 Q3	$2.07K	Sell	10 -32	-76%	-$6.13K	﹤0.01%	799
2023 Q2	$8.07K	Hold	42	–	–	﹤0.01%	610
2023 Q1	$7.13K	Buy	42 +26	+163%	+$4.33K	﹤0.01%	620
2022 Q4	$3K	Buy	16 +6	+60%	+$981	﹤0.01%	744
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	758
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	771
2022 Q1	$2K	Sell	10 -12	-55%	-$1.89K	﹤0.01%	765
2021 Q4	$4K	Buy	22 +12	+120%	+$1.99K	﹤0.01%	679
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	688
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	750
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	680
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	632
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	597
2020 Q2	$1K	Sell	10 -468	-98%	-$47.4K	﹤0.01%	611
2020 Q1	$41K	Hold	478	–	–	0.01%	209
2019 Q4	$53K	Hold	478	–	–	0.01%	223
2019 Q3	$48K	Hold	478	–	–	0.01%	207
2019 Q2	$48K	Sell	478 -20	-4%	-$1.91K	0.01%	214
2019 Q1	$47K	Buy	498 +20	+4%	+$1.77K	0.01%	217
2018 Q4	$40K	Buy	478 +468	+4,680%	+$39K	0.01%	229
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	612
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	626
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	593
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	590
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	570
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	596
2017 Q1	$1K	Buy	+10	New	+$715	﹤0.01%	562
2013 Q3	–	Sell	-52	Closed	-$2K	–	151
2013 Q2	$2K	Buy	+52	New	+$2.04K	﹤0.01%	273

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baystate Wealth Management's MRSH Position: Q4 2023 in Review

Baystate Wealth Management increased its Marsh (MRSH) stake by 20% in Q4 2023, buying an estimated $386 and bringing the position to 12 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Baystate Wealth Management first reported a position in MRSH in Q2 2013 and has held it in 29 quarters since. The position peaked at $53K in Q4 2019. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

Baystate Wealth Management held 12 shares of Marsh worth $2.3K as of Q4 2023.
Baystate Wealth Management bought 2 Marsh shares in Q4 2023, an estimated $386.
Marsh made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1032 holding.
Baystate Wealth Management first reported a position in Marsh in Q2 2013 and has held it in 29 quarters since.
Baystate Wealth Management's Marsh position peaked at $53K in Q4 2019.
1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.