Central Bank & Trust’s Marsh MRSH Stock Holding History

Central Bank & Trust’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	–	Sell	-65	Closed	-$13.7K	–	296
2024 Q2	$13.7K	Hold	65	–	–	﹤0.01%	303
2024 Q1	$13.4K	Hold	65	–	–	﹤0.01%	286
2023 Q4	$12.3K	Hold	65	–	–	﹤0.01%	300
2023 Q3	$12.4K	Hold	65	–	–	﹤0.01%	274
2023 Q2	$12.2K	Buy	65 +40	+160%	+$7.1K	﹤0.01%	272
2023 Q1	$4.16K	Buy	+25	New	+$4.17K	﹤0.01%	316
2017 Q2	–	Sell	-36	Closed	-$3K	–	301
2017 Q1	$3K	Buy	+36	New	+$2.57K	﹤0.01%	311
2016 Q1	–	Sell	-184	Closed	-$10K	–	363
2015 Q4	$10K	Buy	+184	New	+$10.1K	﹤0.01%	283
2015 Q3	–	Sell	-100	Closed	-$6K	–	399
2015 Q2	$6K	Sell	100 -150	-60%	-$8.66K	﹤0.01%	313
2015 Q1	$14K	Sell	250 -250	-50%	-$14.1K	﹤0.01%	256
2014 Q4	$29K	Buy	+500	New	+$27.4K	0.01%	225
2014 Q3	–	Sell	-351	Closed	-$17K	–	317
2014 Q2	$17K	Hold	351	–	–	0.01%	217
2014 Q1	$17K	Hold	351	–	–	0.01%	218
2013 Q4	$17K	Hold	351	–	–	0.01%	217
2013 Q3	$15K	Hold	351	–	–	0.01%	224
2013 Q2	$14.5K	Buy	+351	New	+$13.7K	0.01%	226

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Central Bank & Trust's MRSH Position: Q3 2024 in Review

Central Bank & Trust sold out of Marsh (MRSH) in Q3 2024, closing a stake of 65 shares — an estimated $13.7K sold.

Central Bank & Trust first reported a position in MRSH in Q2 2013 and held it in 16 quarters. The position peaked at $29K in Q4 2014. 1,530 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

Central Bank & Trust reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
Central Bank & Trust sold 65 Marsh shares in Q3 2024, an estimated $13.7K.
Central Bank & Trust first reported a position in Marsh in Q2 2013 and held it in 16 quarters.
Central Bank & Trust's Marsh position peaked at $29K in Q4 2014.
1,530 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Central Bank & Trust's 13F filing for Q3 2024, filed 30 Oct 2024.