Great Diamond Partners’s Marsh MRSH Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-255	Closed	-$28K	–	416
2019 Q4	$28K	Buy	+255	New	+$26.6K	0.01%	394

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Great Diamond Partners's MRSH Position: Q1 2020 in Review

Great Diamond Partners sold out of Marsh (MRSH) in Q1 2020, closing a stake of 255 shares — an estimated $28K sold.

Great Diamond Partners first reported a position in MRSH in Q4 2019 and held it in 1 quarter. The position peaked at $28K in Q4 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

Great Diamond Partners reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 255 Marsh shares in Q1 2020, an estimated $28K.
Great Diamond Partners first reported a position in Marsh in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Marsh position peaked at $28K in Q4 2019.
881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.