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 – 447
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 $5.7T AUM 30.48% 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 $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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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