ER
MRSH

Enlightenment Research’s Marsh MRSH Stock Holding History

Enlightenment Research’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
Q3 		– Sell
-1,500
Closed -$233K – 133
2022
Q2 		$233K Buy
+1,500
New +$240K 0.5% 76
2020
Q4 		– Sell
-2,100
Closed -$241K – 114
2020
Q3 		$241K Buy
+2,100
New +$241K 0.71% 49
2019
Q1 		– Sell
-800
Closed -$64K – 438
2018
Q4 		$64K Buy
+800
New +$66.7K 0.08% 251

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Enlightenment Research's MRSH Position: Q3 2022 in Review

Enlightenment Research sold out of Marsh (MRSH) in Q3 2022, closing a stake of 1,500 shares — an estimated $233K sold.

Enlightenment Research first reported a position in MRSH in Q4 2018 and held it in 3 quarters. The position peaked at $241K in Q3 2020. 1,159 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Enlightenment Research reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • Enlightenment Research sold 1,500 Marsh shares in Q3 2022, an estimated $233K.
  • Enlightenment Research first reported a position in Marsh in Q4 2018 and held it in 3 quarters.
  • Enlightenment Research's Marsh position peaked at $241K in Q3 2020.
  • 1,159 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.