CSat Investment Advisory’s Marsh MRSH Stock Holding History

CSat Investment Advisory’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 Q1	$13K	Buy	106 +20	+23%	+$2.3K	0.01%	429
2020 Q4	$10K	Sell	86 -1,594	-95%	-$181K	0.01%	429
2020 Q3	$193K	Buy	1,680 +147	+10%	+$16.8K	0.02%	281
2020 Q2	$165K	Buy	1,533 +244	+19%	+$24.7K	0.02%	349
2020 Q1	$111K	Buy	1,289 +152	+13%	+$16.2K	0.02%	323
2019 Q4	$126K	Buy	1,137 +176	+18%	+$18.4K	0.03%	317
2019 Q3	$97K	Buy	961 +93	+11%	+$9.3K	0.03%	323
2019 Q2	$87K	Buy	868 +797	+1,123%	+$76.3K	0.03%	323
2019 Q1	$7K	Sell	71 -2	-3%	-$177	﹤0.01%	473
2018 Q4	$6K	Buy	73 +18	+33%	+$1.5K	﹤0.01%	472
2018 Q3	$5K	Buy	55 +6	+12%	+$508	﹤0.01%	468
2018 Q2	$4K	Buy	+49	New	+$4K	﹤0.01%	485

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's MRSH Position: Q1 2021 in Review

CSat Investment Advisory increased its Marsh (MRSH) stake by 23% in Q1 2021, buying an estimated $2.3K and bringing the position to 106 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #429.

CSat Investment Advisory first reported a position in MRSH in Q2 2018 and has held it in 12 quarters since. The position peaked at $193K in Q3 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

CSat Investment Advisory held 106 shares of Marsh worth $13K as of Q1 2021.
CSat Investment Advisory bought 20 Marsh shares in Q1 2021, an estimated $2.3K.
Marsh made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #429 holding.
CSat Investment Advisory first reported a position in Marsh in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Marsh position peaked at $193K in Q3 2020.
978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.