FourThought Financial’s Marsh MRSH Stock Holding History

FourThought Financial’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	$195K	Buy	1,305 +16	+1%	+$2.57K	0.03%	295
2022 Q2	$200K	Sell	1,289 -228	-15%	-$36.5K	0.03%	312
2022 Q1	$244K	Sell	1,517 -31	-2%	-$4.89K	0.03%	301
2021 Q4	$269K	Sell	1,548 -143	-8%	-$23.8K	0.03%	296
2021 Q3	$256K	Sell	1,691 -416	-20%	-$62.9K	0.03%	298
2021 Q2	$296K	Buy	2,107 +415	+25%	+$55.6K	0.04%	286
2021 Q1	$206K	Sell	1,692 -328	-16%	-$37.8K	0.03%	347
2020 Q4	$236K	Buy	+2,020	New	+$230K	0.04%	311

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

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

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

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

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

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

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

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

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

FourThought Financial's MRSH Position: Q3 2022 in Review

FourThought Financial increased its Marsh (MRSH) stake by 1.2% in Q3 2022, buying an estimated $2.57K and bringing the position to 1,305 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #295.

FourThought Financial first reported a position in MRSH in Q4 2020 and has held it in 8 quarters since. The position peaked at $296K in Q2 2021. 1,159 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

FourThought Financial held 1,305 shares of Marsh worth $195K as of Q3 2022.
FourThought Financial bought 16 Marsh shares in Q3 2022, an estimated $2.57K.
Marsh made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #295 holding.
FourThought Financial first reported a position in Marsh in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Marsh position peaked at $296K in Q2 2021.
1,159 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.