DeDora Capital’s Marsh MRSH Stock Holding History

DeDora Capital’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
2022 Q2	–	Sell	-435	Closed	-$74K	–	288
2022 Q1	$74K	Buy	+435	New	+$68.6K	0.03%	135
2019 Q4	–	Sell	-3,002	Closed	-$300K	–	123
2019 Q3	$300K	Buy	+3,002	New	+$300K	0.21%	71
2018 Q3	–	Sell	-2,582	Closed	-$212K	–	89
2018 Q2	$212K	Buy	+2,582	New	+$211K	0.17%	88

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DeDora Capital's MRSH Position: Q2 2022 in Review

DeDora Capital sold out of Marsh (MRSH) in Q2 2022, closing a stake of 435 shares — an estimated $74K sold.

DeDora Capital first reported a position in MRSH in Q2 2018 and held it in 3 quarters. The position peaked at $300K in Q3 2019. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

DeDora Capital reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 435 Marsh shares in Q2 2022, an estimated $74K.
DeDora Capital first reported a position in Marsh in Q2 2018 and held it in 3 quarters.
DeDora Capital's Marsh position peaked at $300K in Q3 2019.
1,147 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.