Dixon Hubard Feinour & Brown’s Marsh MRSH Stock Holding History

Dixon Hubard Feinour & Brown’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	-1,259	Closed	-$215K	–	297
2022 Q1	$215K	Hold	1,259	–	–	0.02%	286
2021 Q4	$219K	Buy	+1,259	New	+$209K	0.02%	285
2021 Q2	–	Sell	-4,386	Closed	-$519K	–	202
2021 Q1	$519K	Buy	4,386 +2,193	+100%	+$253K	0.06%	149
2020 Q4	$252K	Hold	2,193	–	–	0.06%	150
2020 Q3	$252K	Hold	2,193	–	–	0.06%	150
2020 Q2	$250K	Sell	2,193 -833	-28%	-$84.3K	0.06%	155
2020 Q1	$262K	Hold	3,026	–	–	0.09%	125
2019 Q4	$337K	Hold	3,026	–	–	0.09%	128
2019 Q3	$303K	Hold	3,026	–	–	0.08%	134
2019 Q2	$302K	Hold	3,026	–	–	0.09%	136
2019 Q1	$284K	Hold	3,026	–	–	0.09%	136
2018 Q4	$241K	Hold	3,026	–	–	0.09%	136
2018 Q3	$250K	Hold	3,026	–	–	0.07%	154
2018 Q2	$248K	Hold	3,026	–	–	0.07%	144
2018 Q1	$250K	Sell	3,026 -666	-18%	-$55.2K	0.07%	161
2017 Q4	$300K	Hold	3,692	–	–	0.08%	149
2017 Q3	$309K	Hold	3,692	–	–	0.09%	143
2017 Q2	$288K	Hold	3,692	–	–	0.08%	145
2017 Q1	$273K	Hold	3,692	–	–	0.08%	144
2016 Q4	$250K	Hold	3,692	–	–	0.08%	144
2016 Q3	$248K	Hold	3,692	–	–	0.08%	146
2016 Q2	$253K	Hold	3,692	–	–	0.08%	147
2016 Q1	$233K	Hold	3,692	–	–	0.08%	152
2015 Q4	$205K	Buy	+3,692	New	+$203K	0.07%	166
2015 Q3	–	Sell	-3,758	Closed	-$213K	–	183
2015 Q2	$213K	Buy	3,758 +66	+2%	+$3.81K	0.07%	167
2015 Q1	$207K	Hold	3,692	–	–	0.06%	185
2014 Q4	$211K	Buy	+3,692	New	+$203K	0.07%	178

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dixon Hubard Feinour & Brown's MRSH Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown sold out of Marsh (MRSH) in Q2 2022, closing a stake of 1,259 shares — an estimated $215K sold.

Dixon Hubard Feinour & Brown first reported a position in MRSH in Q4 2014 and held it in 27 quarters. The position peaked at $519K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

Dixon Hubard Feinour & Brown reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
Dixon Hubard Feinour & Brown sold 1,259 Marsh shares in Q2 2022, an estimated $215K.
Dixon Hubard Feinour & Brown first reported a position in Marsh in Q4 2014 and held it in 27 quarters.
Dixon Hubard Feinour & Brown's Marsh position peaked at $519K in Q1 2021.
1,149 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.