ECM
MRSH

ETrade Capital Management’s Marsh MRSH Stock Holding History

ETrade Capital Management’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
2020
Q3 		$4.62M Buy
40,290
+1,515
+4% +$174K 0.09% 120
2020
Q2 		$4.16M Buy
38,775
+10,452
+37% +$1.06M 0.09% 120
2020
Q1 		$2.45M Buy
28,323
+118
+0.4% +$12.6K 0.06% 161
2019
Q4 		$3.14M Sell
28,205
-109
-0.4% -$11.4K 0.07% 160
2019
Q3 		$2.83M Sell
28,314
-29,873
-51% -$2.99M 0.07% 170
2019
Q2 		$5.8M Buy
58,187
+2,309
+4% +$221K 0.16% 71
2019
Q1 		$5.25M Sell
55,878
-11,874
-18% -$1.05M 0.15% 69
2018
Q4 		$5.4M Sell
67,752
-2,051
-3% -$171K 0.18% 57
2018
Q3 		$5.77M Buy
69,803
+1,949
+3% +$165K 0.17% 61
2018
Q2 		$5.56M Buy
67,854
+1,420
+2% +$116K 0.17% 56
2018
Q1 		$5.49M Buy
66,434
+318
+0.5% +$26.3K 0.18% 57
2017
Q4 		$5.38M Buy
66,116
+4,341
+7% +$361K 0.17% 61
2017
Q3 		$5.18M Sell
61,775
-2,734
-4% -$217K 0.18% 51
2017
Q2 		$5.03M Sell
64,509
-919
-1% -$69.4K 0.19% 49
2017
Q1 		$4.83M Sell
65,428
-1,963
-3% -$140K 0.2% 48
2016
Q4 		$4.55M Buy
67,391
+35
+0.1% +$2.35K 0.21% 47
2016
Q3 		$4.53M Buy
67,356
+3,313
+5% +$222K 0.22% 50
2016
Q2 		$4.38M Sell
64,043
-854
-1% -$54.8K 0.23% 44
2016
Q1 		$3.95M Sell
64,897
-1,951
-3% -$109K 0.22% 42
2015
Q4 		$3.71M Sell
66,848
-49
-0.1% -$2.7K 0.22% 43
2015
Q3 		$3.49M Sell
66,897
-12,289
-16% -$686K 0.22% 47
2015
Q2 		$4.49M Sell
79,186
-2,383
-3% -$138K 0.26% 37
2015
Q1 		$4.58M Buy
81,569
+2,426
+3% +$137K 0.27% 39
2014
Q4 		$4.53M Buy
79,143
+2,010
+3% +$110K 0.28% 33
2014
Q3 		$4.04M Buy
77,133
+7,728
+11% +$403K 0.26% 34
2014
Q2 		$3.6M Buy
69,405
+5,886
+9% +$292K 0.24% 43
2014
Q1 		$3.13M Buy
63,519
+9,177
+17% +$440K 0.22% 43
2013
Q4 		$2.63M Buy
54,342
+12,365
+29% +$573K 0.21% 50
2013
Q3 		$1.83M Buy
41,977
+27,225
+185% +$1.14M 0.17% 57
2013
Q2 		$589K Buy
+14,752
New +$577K 0.06% 196

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ETrade Capital Management's MRSH Position: Q3 2020 in Review

ETrade Capital Management increased its Marsh (MRSH) stake by 3.9% in Q3 2020, buying an estimated $174K and bringing the position to 40,290 shares worth $4.62M. The position accounts for 0.09% of the portfolio, ranked #120.

ETrade Capital Management first reported a position in MRSH in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.8M in Q2 2019. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

  • ETrade Capital Management held 40,290 shares of Marsh worth $4.62M as of Q3 2020.
  • ETrade Capital Management bought 1,515 Marsh shares in Q3 2020, an estimated $174K.
  • Marsh made up 0.09% of ETrade Capital Management's portfolio in Q3 2020, its #120 holding.
  • ETrade Capital Management first reported a position in Marsh in Q2 2013 and has held it in 30 quarters since.
  • ETrade Capital Management's Marsh position peaked at $5.8M in Q2 2019.
  • 937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.