DI
MRSH

Disciplined Investments’s Marsh MRSH Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-26
Closed -$4.89K – 980
2023
Q2 		$4.89K Buy
26
+2
+8% +$355 ﹤0.01% 425
2023
Q1 		$4K Hold
24
– – ﹤0.01% 474
2022
Q4 		$3.97K Sell
24
-2
-8% -$327 ﹤0.01% 438
2022
Q3 		$4K Buy
26
+5
+24% +$802 ﹤0.01% 466
2022
Q2 		$3K Sell
21
-2
-9% -$321 ﹤0.01% 562
2022
Q1 		$4K Buy
+23
New +$3.63K ﹤0.01% 509

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Disciplined Investments's MRSH Position: Q3 2023 in Review

Disciplined Investments sold out of Marsh (MRSH) in Q3 2023, closing a stake of 26 shares — an estimated $4.89K sold.

Disciplined Investments first reported a position in MRSH in Q1 2022 and held it in 6 quarters. The position peaked at $4.89K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Disciplined Investments reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 26 Marsh shares in Q3 2023, an estimated $4.89K.
  • Disciplined Investments first reported a position in Marsh in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Marsh position peaked at $4.89K in Q2 2023.
  • 1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.