HIM
MRSH

Hillsdale Investment Management’s Marsh MRSH Stock Holding History

Hillsdale Investment 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
2021
Q1 		– Sell
-55
Closed -$6K – 632
2020
Q4 		$6K Hold
55
– – ﹤0.01% 537
2020
Q3 		$6K Buy
55
+30
+120% +$3.44K ﹤0.01% 531
2020
Q2 		$3K Sell
25
-10
-29% -$1.01K ﹤0.01% 524
2020
Q1 		$3K Hold
35
– – ﹤0.01% 546
2019
Q4 		$4K Sell
35
-5
-13% -$522 ﹤0.01% 546
2019
Q3 		$4K Hold
40
– – ﹤0.01% 567
2019
Q2 		$4K Buy
40
+5
+14% +$478 ﹤0.01% 552
2019
Q1 		$3K Hold
35
– – ﹤0.01% 565
2018
Q4 		$3K Sell
35
-20
-36% -$1.67K ﹤0.01% 532
2018
Q3 		$5K Hold
55
– – ﹤0.01% 398
2018
Q2 		$5K Buy
55
+5
+10% +$408 ﹤0.01% 418
2018
Q1 		$4K Buy
50
+5
+11% +$414 ﹤0.01% 403
2017
Q4 		$4K Sell
45
-5
-10% -$416 ﹤0.01% 418
2017
Q3 		$4K Sell
50
-25
-33% -$1.98K ﹤0.01% 406
2017
Q2 		$6K Sell
75
-5
-6% -$378 ﹤0.01% 378
2017
Q1 		$6K Buy
80
+5
+7% +$357 ﹤0.01% 381
2016
Q4 		$5K Buy
75
+5
+7% +$335 ﹤0.01% 392
2016
Q3 		$5K Hold
70
– – ﹤0.01% 415
2016
Q2 		$5K Buy
70
+20
+40% +$1.28K ﹤0.01% 425
2016
Q1 		$3K Hold
50
– – ﹤0.01% 431
2015
Q4 		$3K Buy
+50
New +$2.76K ﹤0.01% 429

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's MRSH Position: Q1 2021 in Review

Hillsdale Investment Management sold out of Marsh (MRSH) in Q1 2021, closing a stake of 55 shares — an estimated $6K sold.

Hillsdale Investment Management first reported a position in MRSH in Q4 2015 and held it in 21 quarters. The position peaked at $6K in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Hillsdale Investment Management reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 55 Marsh shares in Q1 2021, an estimated $6K.
  • Hillsdale Investment Management first reported a position in Marsh in Q4 2015 and held it in 21 quarters.
  • Hillsdale Investment Management's Marsh position peaked at $6K in Q4 2020.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.