GLLW
MRSH icon

Graves Light Lenhart Wealth’s Marsh MRSH Stock Holding History

Graves Light Lenhart Wealth’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
Q1 		– Sell
-254
Closed -$44K – 722
2021
Q4 		$44K Hold
254
– – 0.01% 418
2021
Q3 		$38K Hold
254
– – 0.01% 412
2021
Q2 		$36K Sell
254
-36
-12% -$4.83K 0.01% 419
2021
Q1 		$35K Hold
290
– – 0.01% 421
2020
Q4 		$34K Buy
+290
New +$33K 0.01% 415

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Graves Light Lenhart Wealth's MRSH Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of Marsh (MRSH) in Q1 2022, closing a stake of 254 shares — an estimated $44K sold.

Graves Light Lenhart Wealth first reported a position in MRSH in Q4 2020 and held it in 5 quarters. The position peaked at $44K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining Marsh position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 254 Marsh shares in Q1 2022, an estimated $44K.
  • Graves Light Lenhart Wealth first reported a position in Marsh in Q4 2020 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's Marsh position peaked at $44K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.