EI
MRSH

Elkhorn Investments’s Marsh MRSH Stock Holding History

Elkhorn 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
2017
Q4 		$2.03M Buy
25,267
+5,925
+31% +$492K 1.06% 24
2017
Q3 		$1.62M Buy
19,342
+620
+3% +$49.1K 1.21% 6
2017
Q2 		$1.46M Sell
18,722
-943
-5% -$71.2K 1.14% 15
2017
Q1 		$1.45M Buy
+19,665
New +$1.41M 1.2% 6

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Elkhorn Investments's MRSH Position: Q4 2017 in Review

Elkhorn Investments increased its Marsh (MRSH) stake by 31% in Q4 2017, buying an estimated $492K and bringing the position to 25,267 shares worth $2.03M. The position accounts for 1.06% of the portfolio, ranked #24.

Elkhorn Investments first reported a position in MRSH in Q1 2017 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold MRSH as of Q4 2017.

  • Elkhorn Investments held 25,267 shares of Marsh worth $2.03M as of Q4 2017.
  • Elkhorn Investments bought 5,925 Marsh shares in Q4 2017, an estimated $492K.
  • Marsh made up 1.06% of Elkhorn Investments's portfolio in Q4 2017, its #24 holding.
  • Elkhorn Investments first reported a position in Marsh in Q1 2017 and has held it in 4 quarters since.
  • 808 funds tracked by Wall St. Rank held Marsh as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.