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Fermata Advisors’s Marsh MRSH Stock Holding History

Fermata 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
2022
Q3 		– Sell
-1,298
Closed -$202K – 149
2022
Q2 		$202K Sell
1,298
-170
-12% -$27.2K 0.07% 155
2022
Q1 		$251K Sell
1,468
-251
-15% -$39.6K 0.09% 140
2021
Q4 		$300K Buy
1,719
+87
+5% +$14.5K 0.11% 132
2021
Q3 		$248K Sell
1,632
-109
-6% -$16.5K 0.11% 147
2021
Q2 		$245K Buy
+1,741
New +$233K 0.14% 125

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

Fermata Advisors's MRSH Position: Q3 2022 in Review

Fermata Advisors sold out of Marsh (MRSH) in Q3 2022, closing a stake of 1,298 shares — an estimated $202K sold.

Fermata Advisors first reported a position in MRSH in Q2 2021 and held it in 5 quarters. The position peaked at $300K in Q4 2021. 1,158 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Fermata Advisors reported no remaining Marsh position as of Q3 2022 after selling out during the quarter.
  • Fermata Advisors sold 1,298 Marsh shares in Q3 2022, an estimated $202K.
  • Fermata Advisors first reported a position in Marsh in Q2 2021 and held it in 5 quarters.
  • Fermata Advisors's Marsh position peaked at $300K in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Fermata Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.