EP
MRSH

Elkfork Partners’s Marsh MRSH Stock Holding History

Elkfork 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
2019
Q3 		$4.35M Buy
43,456
+140
+0.3% +$14K 0.11% 168
2019
Q2 		$4.32M Buy
43,316
+12,292
+40% +$1.18M 0.11% 174
2019
Q1 		$2.91M Buy
31,024
+2,240
+8% +$198K 0.07% 218
2018
Q4 		$2.29M Sell
28,784
-588
-2% -$49K 0.06% 238
2018
Q3 		$2.43M Buy
29,372
+2,940
+11% +$249K 0.06% 250
2018
Q2 		$2.17M Buy
26,432
+11,200
+74% +$914K 0.06% 250
2018
Q1 		$1.26M Sell
15,232
-616
-4% -$51K 0.03% 288
2017
Q4 		$1.29M Buy
15,848
+3,752
+31% +$312K 0.04% 313
2017
Q3 		$1.01M Sell
12,096
-2,968
-20% -$235K 0.03% 327
2017
Q2 		$1.18M Sell
15,064
-1,512
-9% -$114K 0.04% 309
2017
Q1 		$1.23M Sell
16,576
-6,244
-27% -$446K 0.04% 292
2016
Q4 		$1.54M Buy
+22,820
New +$1.53M 0.05% 247

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Elkfork Partners's MRSH Position: Q3 2019 in Review

Elkfork Partners increased its Marsh (MRSH) stake by 0.32% in Q3 2019, buying an estimated $14K and bringing the position to 43,456 shares worth $4.35M. The position accounts for 0.11% of the portfolio, ranked #168.

Elkfork Partners first reported a position in MRSH in Q4 2016 and has held it in 12 quarters since. 835 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

  • Elkfork Partners held 43,456 shares of Marsh worth $4.35M as of Q3 2019.
  • Elkfork Partners bought 140 Marsh shares in Q3 2019, an estimated $14K.
  • Marsh made up 0.11% of Elkfork Partners's portfolio in Q3 2019, its #168 holding.
  • Elkfork Partners first reported a position in Marsh in Q4 2016 and has held it in 12 quarters since.
  • 835 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.