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Claret Asset Management’s Marsh MRSH Stock Holding History

Claret Asset Management’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
2018
Q3 		– Sell
-6,293
Closed -$516K – 220
2018
Q2 		$516K Hold
6,293
– – 0.11% 104
2018
Q1 		$520K Hold
6,293
– – 0.12% 102
2017
Q4 		$512K Buy
+6,293
New +$523K 0.11% 104

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Claret Asset Management's MRSH Position: Q3 2018 in Review

Claret Asset Management sold out of Marsh (MRSH) in Q3 2018, closing a stake of 6,293 shares — an estimated $516K sold.

Claret Asset Management first reported a position in MRSH in Q4 2017 and held it in 3 quarters. The position peaked at $520K in Q1 2018. 798 funds tracked by Wall St. Rank hold MRSH as of Q3 2018.

  • Claret Asset Management reported no remaining Marsh position as of Q3 2018 after selling out during the quarter.
  • Claret Asset Management sold 6,293 Marsh shares in Q3 2018, an estimated $516K.
  • Claret Asset Management first reported a position in Marsh in Q4 2017 and held it in 3 quarters.
  • Claret Asset Management's Marsh position peaked at $520K in Q1 2018.
  • 798 funds tracked by Wall St. Rank held Marsh as of Q3 2018.

Based on Claret Asset Management's 13F filing for Q3 2018, filed 30 Oct 2018.