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Eudaimonia Partners’s Marsh MRSH Stock Holding History

Eudaimonia Partners’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
-4,711
Closed -$731K – 393
2022
Q2 		$731K Buy
4,711
+103
+2% +$16.5K 0.13% 171
2022
Q1 		$785K Buy
+4,608
New +$726K 0.13% 180
2021
Q3 		$698K Hold
4,608
– – 0.13% 193
2021
Q2 		$648K Buy
4,608
+3,584
+350% +$481K 0.12% 195
2021
Q1 		$125K Buy
1,024
+25
+3% +$2.88K 0.03% 426
2020
Q4 		$116K Sell
999
-25
-2% -$2.84K 0.03% 414
2020
Q3 		$117K Sell
1,024
-266
-21% -$30.5K 0.03% 374
2020
Q2 		$138K Sell
1,290
-318
-20% -$32.2K 0.05% 291
2020
Q1 		$140K Buy
1,608
+609
+61% +$64.9K 0.06% 262
2019
Q4 		$111K Buy
+999
New +$104K 0.04% 337

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Eudaimonia Partners's MRSH Position: Q3 2022 in Review

Eudaimonia Partners sold out of Marsh (MRSH) in Q3 2022, closing a stake of 4,711 shares — an estimated $731K sold.

Eudaimonia Partners first reported a position in MRSH in Q4 2019 and held it in 10 quarters. The position peaked at $785K in Q1 2022. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Eudaimonia Partners reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • Eudaimonia Partners sold 4,711 Marsh shares in Q3 2022, an estimated $731K.
  • Eudaimonia Partners first reported a position in Marsh in Q4 2019 and held it in 10 quarters.
  • Eudaimonia Partners's Marsh position peaked at $785K in Q1 2022.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Eudaimonia Partners's 13F filing for Q3 2022, filed 4 Nov 2022.