First Mercantile Trust’s Marsh MRSH Stock Holding History

First Mercantile Trust’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 Q3	$2.9M	Sell	19,133 -2,231	-10%	-$337K	0.38%	37
2021 Q2	$3M	Sell	21,364 -3,792	-15%	-$508K	0.35%	39
2021 Q1	$3.06M	Buy	25,156 +2,254	+10%	+$260K	0.35%	37
2020 Q4	$2.68M	Buy	22,902 +8,207	+56%	+$932K	0.3%	50
2020 Q3	$1.63M	Buy	14,695 +988	+7%	+$113K	0.2%	71
2020 Q2	$1.47M	Sell	13,707 -1,119	-8%	-$113K	0.18%	67
2020 Q1	$1.28M	Sell	14,826 -202	-1%	-$21.5K	0.19%	64
2019 Q4	$1.67M	Sell	15,028 -2,126	-12%	-$222K	0.19%	54
2019 Q3	$1.72M	Sell	17,154 -4,462	-21%	-$446K	0.18%	67
2019 Q2	$2.16M	Buy	21,616 +1,025	+5%	+$98.1K	0.23%	54
2019 Q1	$1.93M	Sell	20,591 -4,205	-17%	-$372K	0.45%	37
2018 Q4	$1.98M	Sell	24,796 -4,731	-16%	-$394K	0.48%	40
2018 Q3	$2.44M	Sell	29,527 -644	-2%	-$54.6K	0.48%	38
2018 Q2	$2.47M	Sell	30,171 -45	-0.1%	-$3.67K	0.49%	37
2018 Q1	$2.5M	Buy	+30,216	New	+$2.5M	0.52%	33

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Mercantile Trust's MRSH Position: Q3 2021 in Review

First Mercantile Trust reduced its Marsh (MRSH) stake by 10% in Q3 2021, selling an estimated $337K and leaving 19,133 shares worth $2.9M. The position accounts for 0.38% of the portfolio, ranked #37.

First Mercantile Trust first reported a position in MRSH in Q1 2018 and has held it in 15 quarters since. The position peaked at $3.06M in Q1 2021. 1,073 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

First Mercantile Trust held 19,133 shares of Marsh worth $2.9M as of Q3 2021.
First Mercantile Trust sold 2,231 Marsh shares in Q3 2021, an estimated $337K.
Marsh made up 0.38% of First Mercantile Trust's portfolio in Q3 2021, its #37 holding.
First Mercantile Trust first reported a position in Marsh in Q1 2018 and has held it in 15 quarters since.
First Mercantile Trust's Marsh position peaked at $3.06M in Q1 2021.
1,073 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.