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Bellevue Asset Management’s Marsh MRSH Stock Holding History

Bellevue Asset 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
2020
Q4 		– Sell
-106
Closed -$12K – 652
2020
Q3 		$12K Hold
106
– – 0.01% 311
2020
Q2 		$11K Sell
106
-13
-11% -$1.32K 0.01% 327
2020
Q1 		$11K Buy
+119
New +$12.7K 0.01% 325

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellevue Asset Management's MRSH Position: Q4 2020 in Review

Bellevue Asset Management sold out of Marsh (MRSH) in Q4 2020, closing a stake of 106 shares — an estimated $12K sold.

Bellevue Asset Management first reported a position in MRSH in Q1 2020 and held it in 3 quarters. The position peaked at $12K in Q3 2020. 976 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.

  • Bellevue Asset Management reported no remaining Marsh position as of Q4 2020 after selling out during the quarter.
  • Bellevue Asset Management sold 106 Marsh shares in Q4 2020, an estimated $12K.
  • Bellevue Asset Management first reported a position in Marsh in Q1 2020 and held it in 3 quarters.
  • Bellevue Asset Management's Marsh position peaked at $12K in Q3 2020.
  • 976 funds tracked by Wall St. Rank held Marsh as of Q4 2020.

Based on Bellevue Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.