CCP
MRSH icon

Carmel Capital Partners’s Marsh MRSH Stock Holding History

Carmel Capital Partners’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 		– Sell
-341
Closed -$64.9K – 475
2023
Q3 		$64.9K Buy
+341
New +$65.4K 0.03% 225

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carmel Capital Partners's MRSH Position: Q4 2023 in Review

Carmel Capital Partners sold out of Marsh (MRSH) in Q4 2023, closing a stake of 341 shares — an estimated $64.9K sold.

Carmel Capital Partners first reported a position in MRSH in Q3 2023 and held it in 1 quarter. The position peaked at $64.9K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Carmel Capital Partners reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 341 Marsh shares in Q4 2023, an estimated $64.9K.
  • Carmel Capital Partners first reported a position in Marsh in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Marsh position peaked at $64.9K in Q3 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.