CFN
MRSH

Cordasco Financial Network’s Marsh MRSH Stock Holding History

Cordasco Financial Network’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
2021
Q2 		– Sell
-757
Closed -$92K – 565
2021
Q1 		$92K Hold
757
– – 0.07% 127
2020
Q4 		$89K Hold
757
– – 0.07% 121
2020
Q3 		$87K Hold
757
– – 0.08% 121
2020
Q2 		$81K Hold
757
– – 0.07% 120
2020
Q1 		$65K Buy
+757
New +$80.7K 0.07% 113

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cordasco Financial Network's MRSH Position: Q2 2021 in Review

Cordasco Financial Network sold out of Marsh (MRSH) in Q2 2021, closing a stake of 757 shares — an estimated $92K sold.

Cordasco Financial Network first reported a position in MRSH in Q1 2020 and held it in 5 quarters. The position peaked at $92K in Q1 2021. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

  • Cordasco Financial Network reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
  • Cordasco Financial Network sold 757 Marsh shares in Q2 2021, an estimated $92K.
  • Cordasco Financial Network first reported a position in Marsh in Q1 2020 and held it in 5 quarters.
  • Cordasco Financial Network's Marsh position peaked at $92K in Q1 2021.
  • 1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on Cordasco Financial Network's 13F filing for Q2 2021, filed 29 Jul 2021.