EARNEST Partners’s Marsh MRSH Stock Holding History

EARNEST Partners’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	–	Sell	-220	Closed	-$41.9K	–	781
2023 Q3	$41.9K	Hold	220	–	–	﹤0.01%	382
2023 Q2	$41.4K	Hold	220	–	–	﹤0.01%	365
2023 Q1	$36.6K	Hold	220	–	–	﹤0.01%	376
2022 Q4	$36.4K	Hold	220	–	–	﹤0.01%	375
2022 Q3	$33K	Hold	220	–	–	﹤0.01%	371
2022 Q2	$34K	Hold	220	–	–	﹤0.01%	373
2022 Q1	$37K	Hold	220	–	–	﹤0.01%	374
2021 Q4	$38K	Hold	220	–	–	﹤0.01%	374
2021 Q3	$33K	Hold	220	–	–	﹤0.01%	387
2021 Q2	$31K	Hold	220	–	–	﹤0.01%	402
2021 Q1	$27K	Hold	220	–	–	﹤0.01%	407
2020 Q4	$26K	Hold	220	–	–	﹤0.01%	398
2020 Q3	$25K	Hold	220	–	–	﹤0.01%	374
2020 Q2	$24K	Hold	220	–	–	﹤0.01%	367
2020 Q1	$19K	Hold	220	–	–	﹤0.01%	389
2019 Q4	$25K	Hold	220	–	–	﹤0.01%	401
2019 Q3	$22K	Hold	220	–	–	﹤0.01%	425
2019 Q2	$22K	Hold	220	–	–	﹤0.01%	428
2019 Q1	$21K	Hold	220	–	–	﹤0.01%	434
2018 Q4	$18K	Hold	220	–	–	﹤0.01%	435
2018 Q3	$18K	Hold	220	–	–	﹤0.01%	448
2018 Q2	$18K	Hold	220	–	–	﹤0.01%	452
2018 Q1	$18K	Hold	220	–	–	﹤0.01%	448
2017 Q4	$18K	Buy	+220	New	+$18.3K	﹤0.01%	440
2017 Q1	–	Sell	-264	Closed	-$18K	–	647
2016 Q4	$18K	Buy	+264	New	+$17.7K	﹤0.01%	419

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 $3.38T AUM 44.17% 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

EARNEST Partners's MRSH Position: Q4 2023 in Review

EARNEST Partners sold out of Marsh (MRSH) in Q4 2023, closing a stake of 220 shares — an estimated $41.9K sold.

EARNEST Partners first reported a position in MRSH in Q4 2016 and held it in 25 quarters. The position peaked at $41.9K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

EARNEST Partners reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 220 Marsh shares in Q4 2023, an estimated $41.9K.
EARNEST Partners first reported a position in Marsh in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Marsh position peaked at $41.9K in Q3 2023.
1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.