DRS
MRSH

Deane Retirement Strategies’s Marsh MRSH Stock Holding History

Deane Retirement Strategies’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
2020
Q4 		– Sell
-15,047
Closed -$1.73M – 74
2020
Q3 		$1.73M Buy
15,047
+6
+0% +$688 1.17% 20
2020
Q2 		$1.61M Sell
15,041
-60
-0.4% -$6.07K 1.18% 25
2020
Q1 		$1.31M Buy
+15,101
New +$1.61M 0.97% 37

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

Deane Retirement Strategies's MRSH Position: Q4 2020 in Review

Deane Retirement Strategies sold out of Marsh (MRSH) in Q4 2020, closing a stake of 15,047 shares — an estimated $1.73M sold.

Deane Retirement Strategies first reported a position in MRSH in Q1 2020 and held it in 3 quarters. The position peaked at $1.73M in Q3 2020. 976 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.

  • Deane Retirement Strategies reported no remaining Marsh position as of Q4 2020 after selling out during the quarter.
  • Deane Retirement Strategies sold 15,047 Marsh shares in Q4 2020, an estimated $1.73M.
  • Deane Retirement Strategies first reported a position in Marsh in Q1 2020 and held it in 3 quarters.
  • Deane Retirement Strategies's Marsh position peaked at $1.73M in Q3 2020.
  • 976 funds tracked by Wall St. Rank held Marsh as of Q4 2020.

Based on Deane Retirement Strategies's 13F filing for Q4 2020, filed 7 Jan 2021.