Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Marsh MRSH Stock Holding History

Fuller & Thaler 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
2018
Q3 		– Sell
-1,400
Closed -$115K – 624
2018
Q2 		$115K Hold
1,400
– – ﹤0.01% 487
2018
Q1 		$116K Sell
1,400
-500
-26% -$41.4K ﹤0.01% 464
2017
Q4 		$155K Hold
1,900
– – ﹤0.01% 460
2017
Q3 		$159K Sell
1,900
-800
-30% -$63.4K ﹤0.01% 422
2017
Q2 		$210K Hold
2,700
– – ﹤0.01% 395
2017
Q1 		$200K Hold
2,700
– – ﹤0.01% 397
2016
Q4 		$182K Hold
2,700
– – ﹤0.01% 398
2016
Q3 		$182K Sell
2,700
-1,000
-27% -$67K ﹤0.01% 346
2016
Q2 		$253K Hold
3,700
– – ﹤0.01% 315
2016
Q1 		$225K Sell
3,700
-3,200
-46% -$179K ﹤0.01% 331
2015
Q4 		$383K Sell
6,900
-650
-9% -$35.8K 0.01% 304
2015
Q3 		$394K Buy
7,550
+2,800
+59% +$156K 0.01% 307
2015
Q2 		$269K Buy
4,750
+1,800
+61% +$104K 0.01% 370
2015
Q1 		$165K Sell
2,950
-1,600
-35% -$90.2K 0.01% 426
2014
Q4 		$260K Buy
4,550
+100
+2% +$5.49K 0.01% 371
2014
Q3 		$233K Sell
4,450
-1,900
-30% -$99.1K 0.01% 407
2014
Q2 		$329K Hold
6,350
– – 0.01% 368
2014
Q1 		$313K Buy
6,350
+2,600
+69% +$125K 0.02% 368
2013
Q4 		$181K Hold
3,750
– – 0.01% 414
2013
Q3 		$163K Buy
3,750
+1,000
+36% +$42K 0.01% 407
2013
Q2 		$110K Buy
+2,750
New +$108K 0.01% 464

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fuller & Thaler Asset Management's MRSH Position: Q3 2018 in Review

Fuller & Thaler Asset Management sold out of Marsh (MRSH) in Q3 2018, closing a stake of 1,400 shares — an estimated $115K sold.

Fuller & Thaler Asset Management first reported a position in MRSH in Q2 2013 and held it in 21 quarters. The position peaked at $394K in Q3 2015. 798 funds tracked by Wall St. Rank hold MRSH as of Q3 2018.

  • Fuller & Thaler Asset Management reported no remaining Marsh position as of Q3 2018 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 1,400 Marsh shares in Q3 2018, an estimated $115K.
  • Fuller & Thaler Asset Management first reported a position in Marsh in Q2 2013 and held it in 21 quarters.
  • Fuller & Thaler Asset Management's Marsh position peaked at $394K in Q3 2015.
  • 798 funds tracked by Wall St. Rank held Marsh as of Q3 2018.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.