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 $5.7T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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