Bourgeon Capital Management’s Marsh MRSH Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-765	Closed	-$145K	–	260
2023 Q4	$145K	Hold	765	–	–	0.03%	114
2023 Q3	$146K	Hold	765	–	–	0.03%	107
2023 Q2	$144K	Hold	765	–	–	0.03%	112
2023 Q1	$127K	Hold	765	–	–	0.03%	109
2022 Q4	$127K	Hold	765	–	–	0.03%	115
2022 Q3	$114K	Hold	765	–	–	0.03%	105
2022 Q2	$119K	Hold	765	–	–	0.03%	106
2022 Q1	$130K	Hold	765	–	–	0.03%	112
2021 Q4	$133K	Hold	765	–	–	0.03%	115
2021 Q3	$116K	Hold	765	–	–	0.02%	122
2021 Q2	$108K	Hold	765	–	–	0.02%	128
2021 Q1	$93K	Buy	+765	New	+$88.1K	0.02%	133
2020 Q4	–	Sell	-16	Closed	-$2K	–	303
2020 Q3	$2K	Buy	+16	New	+$1.83K	﹤0.01%	259

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bourgeon Capital Management's MRSH Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Marsh (MRSH) in Q1 2024, closing a stake of 765 shares — an estimated $145K sold.

Bourgeon Capital Management first reported a position in MRSH in Q3 2020 and held it in 13 quarters. The position peaked at $146K in Q3 2023. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Bourgeon Capital Management reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 765 Marsh shares in Q1 2024, an estimated $145K.
Bourgeon Capital Management first reported a position in Marsh in Q3 2020 and held it in 13 quarters.
Bourgeon Capital Management's Marsh position peaked at $146K in Q3 2023.
1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.