E
MRSH

Ergoteles’s Marsh MRSH Stock Holding History

Ergoteles’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
Q1 		– Sell
-11,416
Closed -$1.89M – 1569
2022
Q4 		$1.89M Sell
11,416
-4,952
-30% -$810K 0.07% 296
2022
Q3 		$2.44M Buy
+16,368
New +$2.63M 0.09% 231
2022
Q2 		– Sell
-2,953
Closed -$503K – 1862
2022
Q1 		$503K Buy
+2,953
New +$466K 0.02% 658
2021
Q3 		– Sell
-79,300
Closed -$11.2M – 1501
2021
Q2 		$11.2M Buy
79,300
+33,908
+75% +$4.55M 0.26% 117
2021
Q1 		$5.53M Buy
45,392
+2,192
+5% +$252K 0.17% 155
2020
Q4 		$5.05M Buy
43,200
+11,600
+37% +$1.32M 0.17% 139
2020
Q3 		$3.63M Buy
+31,600
New +$3.62M 0.48% 41

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ergoteles's MRSH Position: Q1 2023 in Review

Ergoteles sold out of Marsh (MRSH) in Q1 2023, closing a stake of 11,416 shares — an estimated $1.89M sold.

Ergoteles first reported a position in MRSH in Q3 2020 and held it in 7 quarters. The position peaked at $11.2M in Q2 2021. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • Ergoteles reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 11,416 Marsh shares in Q1 2023, an estimated $1.89M.
  • Ergoteles first reported a position in Marsh in Q3 2020 and held it in 7 quarters.
  • Ergoteles's Marsh position peaked at $11.2M in Q2 2021.
  • 1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.