EWA
MRSH

Evolution Wealth Advisors’s Marsh MRSH Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-428
Closed -$65K – 444
2021
Q3 		$65K Buy
428
+167
+64% +$25.3K 0.01% 180
2021
Q2 		$37K Sell
261
-3
-1% -$402 0.01% 236
2021
Q1 		$32K Hold
264
– – 0.01% 240
2020
Q4 		$31K Hold
264
– – 0.01% 220
2020
Q3 		$30K Buy
264
+170
+181% +$19.5K 0.01% 230
2020
Q2 		$10K Buy
+94
New +$9.52K ﹤0.01% 288
2020
Q1 		– Sell
-81
Closed -$9K – 528
2019
Q4 		$9K Buy
81
+16
+25% +$1.67K ﹤0.01% 320
2019
Q3 		$7K Hold
65
– – ﹤0.01% 234
2019
Q2 		$6K Buy
+65
New +$6.22K ﹤0.01% 244

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Evolution Wealth Advisors's MRSH Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Marsh (MRSH) in Q4 2021, closing a stake of 428 shares — an estimated $65K sold.

Evolution Wealth Advisors first reported a position in MRSH in Q2 2019 and held it in 9 quarters. The position peaked at $65K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Marsh position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 428 Marsh shares in Q4 2021, an estimated $65K.
  • Evolution Wealth Advisors first reported a position in Marsh in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Marsh position peaked at $65K in Q3 2021.
  • 1,167 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.