Bedel Financial Consulting’s Marsh MRSH Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-933	Closed	-$159K	–	605
2022 Q1	$159K	Sell	933 -10	-1%	-$1.58K	0.05%	212
2021 Q4	$164K	Buy	943 +10	+1%	+$1.66K	0.05%	210
2021 Q3	$141K	Hold	933	–	–	0.05%	219
2021 Q2	$131K	Hold	933	–	–	0.05%	231
2021 Q1	$114K	Hold	933	–	–	0.04%	241
2020 Q4	$109K	Hold	933	–	–	0.05%	214
2020 Q3	$107K	Hold	933	–	–	0.05%	200
2020 Q2	$100K	Sell	933 -5	-0.5%	-$506	0.05%	201
2020 Q1	$81K	Buy	938 +5	+0.5%	+$533	0.05%	205
2019 Q4	$104K	Hold	933	–	–	0.06%	206
2019 Q3	$93K	Buy	933 +50	+6%	+$5K	0.06%	215
2019 Q2	$88K	Hold	883	–	–	0.05%	214
2019 Q1	$83K	Hold	883	–	–	0.05%	209
2018 Q4	$70K	Hold	883	–	–	0.05%	217
2018 Q3	$70K	Hold	883	–	–	0.05%	230
2018 Q2	$72K	Hold	883	–	–	0.05%	228
2018 Q1	$73K	Buy	+883	New	+$73.1K	0.06%	227

Other funds holding MRSH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

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

Fidelity Investments

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

Capital World Investors

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

Wellington Management Group

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

T. Rowe Price Associates

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

Massachusetts Financial Services

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return