CBFP
MRSH

Cedar Brook Financial Partners’s Marsh MRSH Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-1,463
Closed -$301K – 261
2024
Q1 		$301K Buy
1,463
+34
+2% +$6.78K 0.06% 312
2023
Q4 		$276K Sell
1,429
-211
-13% -$40.8K 0.06% 312
2023
Q3 		$312K Sell
1,640
-356
-18% -$68.2K 0.08% 249
2023
Q2 		$375K Buy
1,996
+8
+0.4% +$1.42K 0.09% 229
2023
Q1 		$331K Buy
1,988
+103
+5% +$17.2K 0.09% 251
2022
Q4 		$312K Sell
1,885
-121
-6% -$19.8K 0.09% 261
2022
Q3 		$299K Buy
2,006
+13
+0.7% +$2.09K 0.1% 243
2022
Q2 		$309K Buy
1,993
+65
+3% +$10.4K 0.1% 235
2022
Q1 		$329K Sell
1,928
-5
-0.3% -$788 0.09% 258
2021
Q4 		$336K Buy
1,933
+521
+37% +$86.5K 0.09% 254
2021
Q3 		$214K Sell
1,412
-148
-9% -$22.4K 0.06% 319
2021
Q2 		$219K Buy
+1,560
New +$209K 0.06% 340

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State Street
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Capital World Investors
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Geode Capital Management
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T. Rowe Price Associates
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return