Hotaling Investment Management’s Marsh MRSH Stock Holding History

Hotaling 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	-10,736	Closed	-$1.26M	–	121
2020 Q4	$1.26M	Sell	10,736 -14,972	-58%	-$1.7M	0.59%	58
2020 Q3	$2.95M	Sell	25,708 -73	-0.3%	-$8.37K	1.59%	18
2020 Q2	$2.77M	Sell	25,781 -439	-2%	-$44.4K	1.6%	16
2020 Q1	$2.27M	Sell	26,220 -482	-2%	-$51.4K	1.69%	19
2019 Q4	$2.98M	Sell	26,702 -277	-1%	-$28.9K	1.71%	17
2019 Q3	$2.7M	Sell	26,979 -3,054	-10%	-$305K	1.73%	19
2019 Q2	$3M	Sell	30,033 -29	-0.1%	-$2.77K	1.92%	13
2019 Q1	$2.82M	Sell	30,062 -275	-0.9%	-$24.3K	1.91%	11
2018 Q4	$2.42M	Buy	+30,337	New	+$2.53M	1.97%	9

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Hotaling Investment Management sold out of Marsh (MRSH) in Q1 2021, closing a stake of 10,736 shares — an estimated $1.26M sold.

Hotaling Investment Management first reported a position in MRSH in Q4 2018 and held it in 9 quarters. The position peaked at $3M in Q2 2019. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

Hotaling Investment Management reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
Hotaling Investment Management sold 10,736 Marsh shares in Q1 2021, an estimated $1.26M.
Hotaling Investment Management first reported a position in Marsh in Q4 2018 and held it in 9 quarters.
Hotaling Investment Management's Marsh position peaked at $3M in Q2 2019.
978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Hotaling Investment Management's 13F filing for Q1 2021, filed 11 May 2021.