FGAM
MRSH

Financial Gravity Asset Management’s Marsh MRSH Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-32
Closed -$6.76K – 2111
2024
Q1 		$6.76K Buy
+32
New +$6.38K ﹤0.01% 806
2023
Q4 		– Hold
0
– – – 1355
2023
Q3 		– Sell
-188
Closed -$36K – 1082
2023
Q2 		$3.64K Buy
188
+21
+13% +$3.73K 0.01% 536
2023
Q1 		$1.08K Buy
167
+2
+1% +$333 0.03% 351
2022
Q4 		$452 Sell
165
-1,921
-92% -$314K ﹤0.01% 819
2022
Q3 		$1.01K Sell
2,086
-394
-16% -$63.2K 0.03% 344
2022
Q2 		$1.08K Sell
2,480
-70
-3% -$11.2K 0.03% 314
2022
Q1 		$1.07K Sell
2,550
-582
-19% -$91.7K 0.03% 333
2021
Q4 		$1.56K Buy
3,132
+3,123
+34,700% +$519K 0.04% 350
2021
Q3 		$151K Hold
9
– – 0.07% 244
2021
Q2 		$141K Sell
9
-1
-10% -$134 0.05% 258
2021
Q1 		$1.22K Buy
10
+4
+67% +$461 0.03% 273
2020
Q4 		$1K Buy
+6
New +$682 ﹤0.01% 424
2019
Q3 		– Hold
0
– – – 1452
2019
Q2 		– Sell
-4
Closed -$383 – 1519
2019
Q1 		$0 Buy
+4
New +$354 ﹤0.01% 1466
2018
Q3 		$2K Buy
19
+4
+27% +$339 ﹤0.01% 979
2018
Q2 		$1K Sell
15
-1
-6% -$82 ﹤0.01% 1209
2018
Q1 		$1K Buy
+16
New +$1.32K ﹤0.01% 1198

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return