EP
MRSH

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

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State Street
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Capital International Investors
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Capital World Investors
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Wellington Management Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return