Dividend Assets Capital’s Marsh MRSH Stock Holding History

Dividend Assets 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
2024 Q1	–	Sell	-200	Closed	-$38K	–	283
2023 Q4	$38K	Sell	200 -50	-20%	-$9.66K	0.01%	278
2023 Q3	$48K	Sell	250 -54	-18%	-$10.3K	0.01%	265
2023 Q2	$57K	Sell	304 -50	-14%	-$8.87K	0.01%	251
2023 Q1	$59K	Hold	354	–	–	0.01%	261
2022 Q4	$59K	Hold	354	–	–	0.01%	261
2022 Q3	$53K	Buy	354 +54	+18%	+$8.66K	0.01%	261
2022 Q2	$47K	Hold	300	–	–	0.01%	293
2022 Q1	$51K	Hold	300	–	–	0.01%	295
2021 Q4	$52K	Hold	300	–	–	0.01%	292
2021 Q3	$45K	Hold	300	–	–	0.01%	304
2021 Q2	$42K	Hold	300	–	–	0.01%	319
2021 Q1	$37K	Hold	300	–	–	0.01%	326
2020 Q4	$35K	Buy	+300	New	+$34.1K	0.01%	317
2018 Q4	–	Sell	-3,800	Closed	-$314K	–	167
2018 Q3	$314K	Hold	3,800	–	–	0.04%	153
2018 Q2	$311K	Sell	3,800 -100	-3%	-$8.16K	0.04%	149
2018 Q1	$322K	Sell	3,900 -648	-14%	-$53.7K	0.02%	141
2017 Q4	$370K	Buy	4,548 +1,948	+75%	+$162K	0.02%	132
2017 Q3	$218K	Hold	2,600	–	–	0.01%	165
2017 Q2	$203K	Buy	+2,600	New	+$196K	0.01%	158
2017 Q1	–	Sell	-2,975	Closed	-$201K	–	167
2016 Q4	$201K	Buy	+2,975	New	+$199K	0.01%	150

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

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

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

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

Dividend Assets Capital's MRSH Position: Q1 2024 in Review

Dividend Assets Capital sold out of Marsh (MRSH) in Q1 2024, closing a stake of 200 shares — an estimated $38K sold.

Dividend Assets Capital first reported a position in MRSH in Q4 2016 and held it in 20 quarters. The position peaked at $370K in Q4 2017. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Dividend Assets Capital reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 200 Marsh shares in Q1 2024, an estimated $38K.
Dividend Assets Capital first reported a position in Marsh in Q4 2016 and held it in 20 quarters.
Dividend Assets Capital's Marsh position peaked at $370K in Q4 2017.
1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.