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IQ EQ Fund Management’s Marsh MRSH Stock Holding History

IQ EQ Fund 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
Q4 		– Sell
-2,223
Closed -$337K – 250
2021
Q3 		$337K Hold
2,223
– – 0.05% 216
2021
Q2 		$313K Hold
2,223
– – 0.05% 225
2021
Q1 		$271K Buy
2,223
+237
+12% +$27.3K 0.05% 229
2020
Q4 		$232K Hold
1,986
– – 0.05% 217
2020
Q3 		$228K Hold
1,986
– – 0.07% 181
2020
Q2 		$213K Buy
+1,986
New +$201K 0.07% 179

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

IQ EQ Fund Management's MRSH Position: Q4 2021 in Review

IQ EQ Fund Management sold out of Marsh (MRSH) in Q4 2021, closing a stake of 2,223 shares — an estimated $337K sold.

IQ EQ Fund Management first reported a position in MRSH in Q2 2020 and held it in 6 quarters. The position peaked at $337K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • IQ EQ Fund Management reported no remaining Marsh position as of Q4 2021 after selling out during the quarter.
  • IQ EQ Fund Management sold 2,223 Marsh shares in Q4 2021, an estimated $337K.
  • IQ EQ Fund Management first reported a position in Marsh in Q2 2020 and held it in 6 quarters.
  • IQ EQ Fund Management's Marsh position peaked at $337K in Q3 2021.
  • 1,167 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on IQ EQ Fund Management's 13F filing for Q4 2021, filed 2 Feb 2022.