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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

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

Cedar Brook Financial Partners's MRSH Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Marsh (MRSH) in Q2 2024, closing a stake of 1,463 shares — an estimated $301K sold.

Cedar Brook Financial Partners first reported a position in MRSH in Q2 2021 and held it in 12 quarters. The position peaked at $375K in Q2 2023. 1,477 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,463 Marsh shares in Q2 2024, an estimated $301K.
  • Cedar Brook Financial Partners first reported a position in Marsh in Q2 2021 and held it in 12 quarters.
  • Cedar Brook Financial Partners's Marsh position peaked at $375K in Q2 2023.
  • 1,477 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.