Carmichael Hill & Associates’s Marsh MRSH Stock Holding History

Carmichael Hill & Associates’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 Q3	$29K	Buy	130 +60	+86%	+$13.3K	0.01%	452
2024 Q2	$14.8K	Hold	70	–	–	0.01%	522
2024 Q1	$14.4K	Hold	70	–	–	0.01%	523
2023 Q4	$13.3K	Hold	70	–	–	0.01%	538
2023 Q3	$13.3K	Hold	70	–	–	0.01%	523
2023 Q2	$13.2K	Hold	70	–	–	0.01%	526
2023 Q1	$11.7K	Hold	70	–	–	0.01%	533
2022 Q4	$11.6K	Hold	70	–	–	0.01%	533
2022 Q3	$10K	Hold	70	–	–	0.01%	565
2022 Q2	$11K	Hold	70	–	–	0.01%	543
2022 Q1	$12K	Hold	70	–	–	0.01%	570
2021 Q4	$12K	Hold	70	–	–	0.01%	595
2021 Q3	$11K	Hold	70	–	–	0.01%	597
2021 Q2	$10K	Buy	70 +30	+75%	+$4.02K	0.01%	603
2021 Q1	$5K	Hold	40	–	–	﹤0.01%	656
2020 Q4	$5K	Hold	40	–	–	﹤0.01%	629
2020 Q3	$5K	Hold	40	–	–	﹤0.01%	592
2020 Q2	$4K	Sell	40 -9	-18%	-$911	﹤0.01%	575
2020 Q1	$4K	Hold	49	–	–	﹤0.01%	553
2019 Q4	$5K	Buy	+49	New	+$5.12K	﹤0.01%	560

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Carmichael Hill & Associates's MRSH Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Marsh (MRSH) stake by 86% in Q3 2024, buying an estimated $13.3K and bringing the position to 130 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #452.

Carmichael Hill & Associates first reported a position in MRSH in Q4 2019 and has held it in 20 quarters since. 1,525 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

Carmichael Hill & Associates held 130 shares of Marsh worth $29K as of Q3 2024.
Carmichael Hill & Associates bought 60 Marsh shares in Q3 2024, an estimated $13.3K.
Marsh made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #452 holding.
Carmichael Hill & Associates first reported a position in Marsh in Q4 2019 and has held it in 20 quarters since.
1,525 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.