Desjardins Global Asset Management’s Marsh MRSH Stock Holding History

Desjardins Global Asset 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
2023 Q4	$1.52M	Buy	8,001 +171	+2%	+$33K	0.16%	147
2023 Q3	$1.49M	Buy	7,830 +636	+9%	+$122K	0.16%	144
2023 Q2	$1.35M	Buy	7,194 +1,007	+16%	+$179K	0.16%	147
2023 Q1	$1.03M	Buy	6,187 +1,972	+47%	+$329K	0.13%	151
2022 Q4	$697K	Sell	4,215 -20	-0.5%	-$3.27K	0.11%	184
2022 Q3	$632K	Buy	4,235 +38	+0.9%	+$6.1K	0.08%	201
2022 Q2	$651K	Sell	4,197 -1,454	-26%	-$233K	0.09%	200
2022 Q1	$963K	Sell	5,651 -29	-0.5%	-$4.57K	0.08%	194
2021 Q4	$987K	Buy	+5,680	New	+$944K	0.08%	199

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Desjardins Global Asset Management's MRSH Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Marsh (MRSH) stake by 2.2% in Q4 2023, buying an estimated $33K and bringing the position to 8,001 shares worth $1.52M. The position accounts for 0.16% of the portfolio, ranked #147.

Desjardins Global Asset Management first reported a position in MRSH in Q4 2021 and has held it in 9 quarters since. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

Desjardins Global Asset Management held 8,001 shares of Marsh worth $1.52M as of Q4 2023.
Desjardins Global Asset Management bought 171 Marsh shares in Q4 2023, an estimated $33K.
Marsh made up 0.16% of Desjardins Global Asset Management's portfolio in Q4 2023, its #147 holding.
Desjardins Global Asset Management first reported a position in Marsh in Q4 2021 and has held it in 9 quarters since.
1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.