IDBONY
MRSH

Israel Discount Bank of New York’s Marsh MRSH Stock Holding History

Israel Discount Bank of New York’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
2024
Q2 		– Sell
-1,633
Closed -$336K – 69
2024
Q1 		$336K Sell
1,633
-477
-23% -$95.1K 0.42% 54
2023
Q4 		$400K Buy
2,110
+32
+2% +$6.18K 0.31% 67
2023
Q3 		$395K Sell
2,078
-37
-2% -$7.09K 0.33% 65
2023
Q2 		$398K Sell
2,115
-519
-20% -$92.1K 0.32% 69
2023
Q1 		$439K Sell
2,634
-33
-1% -$5.5K 0.33% 68
2022
Q4 		$441K Sell
2,667
-116
-4% -$19K 0.37% 69
2022
Q3 		$415K Sell
2,783
-49
-2% -$7.86K 0.34% 69
2022
Q2 		$440K Sell
2,832
-28
-1% -$4.49K 0.33% 68
2022
Q1 		$488K Sell
2,860
-63
-2% -$9.93K 0.32% 68
2021
Q4 		$508K Sell
2,923
-105
-3% -$17.4K 0.31% 68
2021
Q3 		$458K Buy
+3,028
New +$458K 0.31% 70
2021
Q1 		$348K Sell
2,854
-390
-12% -$44.9K 0.27% 74
2020
Q4 		$380K Sell
3,244
-771
-19% -$87.6K 0.28% 74
2020
Q3 		$461K Sell
4,015
-338
-8% -$38.7K 0.3% 70
2020
Q2 		$468K Sell
4,353
-648
-13% -$65.6K 0.32% 72
2020
Q1 		$432K Buy
5,001
+484
+11% +$51.6K 0.33% 68
2019
Q4 		$503K Buy
4,517
+1,588
+54% +$166K 0.33% 68
2019
Q3 		$293K Buy
+2,929
New +$293K 0.22% 75
2017
Q1 		– Sell
-40
Closed -$3K – 460
2016
Q4 		$3K Buy
+40
New +$2.68K ﹤0.01% 458

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Israel Discount Bank of New York's MRSH Position: Q2 2024 in Review

Israel Discount Bank of New York sold out of Marsh (MRSH) in Q2 2024, closing a stake of 1,633 shares — an estimated $336K sold.

Israel Discount Bank of New York first reported a position in MRSH in Q4 2016 and held it in 19 quarters. The position peaked at $508K in Q4 2021. 1,472 funds tracked by Wall St. Rank hold MRSH as of Q2 2024.

  • Israel Discount Bank of New York reported no remaining Marsh position as of Q2 2024 after selling out during the quarter.
  • Israel Discount Bank of New York sold 1,633 Marsh shares in Q2 2024, an estimated $336K.
  • Israel Discount Bank of New York first reported a position in Marsh in Q4 2016 and held it in 19 quarters.
  • Israel Discount Bank of New York's Marsh position peaked at $508K in Q4 2021.
  • 1,472 funds tracked by Wall St. Rank held Marsh as of Q2 2024.

Based on Israel Discount Bank of New York's 13F filing for Q2 2024, filed 13 Aug 2024.