CWM
MRSH

Cranbrook Wealth Management’s Marsh MRSH Stock Holding History

Cranbrook Wealth 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
2021
Q4 		– Sell
-25
Closed -$4K – 400
2021
Q3 		$4K Buy
+25
New +$3.78K ﹤0.01% 355
2021
Q2 		– Sell
-26
Closed -$3K – 376
2021
Q1 		$3K Buy
+26
New +$2.99K ﹤0.01% 341

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cranbrook Wealth Management's MRSH Position: Q4 2021 in Review

Cranbrook Wealth Management sold out of Marsh (MRSH) in Q4 2021, closing a stake of 25 shares — an estimated $4K sold.

Cranbrook Wealth Management first reported a position in MRSH in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • Cranbrook Wealth Management reported no remaining Marsh position as of Q4 2021 after selling out during the quarter.
  • Cranbrook Wealth Management sold 25 Marsh shares in Q4 2021, an estimated $4K.
  • Cranbrook Wealth Management first reported a position in Marsh in Q1 2021 and held it in 2 quarters.
  • Cranbrook Wealth Management's Marsh position peaked at $4K in Q3 2021.
  • 1,167 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on Cranbrook Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.