Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27.3M Sell
157,363
-225,633
-59% -$40.6M 0.01% 541
2025
Q4
$71.1M Sell
382,996
-1,307,703
-77% -$244M 0.03% 350
2025
Q3
$341M Sell
1,690,699
-164,232
-9% -$33.8M 0.16% 126
2025
Q2
$406M Sell
1,854,931
-87,375
-4% -$19.7M 0.2% 115
2025
Q1
$471M Sell
1,942,306
-123,190
-6% -$27.9M 0.26% 91
2024
Q4
$439M Sell
2,065,496
-105,641
-5% -$23.4M 0.22% 106
2024
Q3
$484M Sell
2,171,137
-18,600
-0.8% -$4.13M 0.25% 96
2024
Q2
$461M Buy
2,189,737
+47,337
+2% +$9.72M 0.25% 98
2024
Q1
$441M Buy
2,142,400
+12,918
+0.6% +$2.57M 0.24% 103
2023
Q4
$403M Buy
2,129,482
+482,833
+29% +$93.3M 0.24% 111
2023
Q3
$313M Buy
1,646,649
+933,425
+131% +$179M 0.21% 120
2023
Q2
$134M Buy
713,224
+27,847
+4% +$4.94M 0.08% 211
2023
Q1
$114M Sell
685,377
-1,080
-0.2% -$180K 0.08% 229
2022
Q4
$114M Sell
686,457
-470,501
-41% -$76.9M 0.08% 221
2022
Q3
$173M Buy
1,156,958
+498,510
+76% +$80M 0.06% 257
2022
Q2
$102M Sell
658,448
-903,406
-58% -$145M 0.07% 248
2022
Q1
$266M Buy
1,561,854
+177,184
+13% +$27.9M 0.13% 178
2021
Q4
$241M Buy
1,384,670
+594,454
+75% +$98.7M 0.1% 205
2021
Q3
$120M Sell
790,216
-27,540
-3% -$4.17M 0.05% 330
2021
Q2
$115M Sell
817,756
-80,843
-9% -$10.8M 0.05% 348
2021
Q1
$109M Sell
898,599
-1,208,090
-57% -$139M 0.05% 347
2020
Q4
$246M Buy
2,106,689
+73,442
+4% +$8.34M 0.11% 191
2020
Q3
$233M Buy
2,033,247
+24,106
+1% +$2.76M 0.12% 180
2020
Q2
$216M Buy
2,009,141
+286,367
+17% +$29M 0.12% 181
2020
Q1
$149M Buy
1,722,774
+1,080,121
+168% +$115M 0.1% 212
2019
Q4
$71.6M Sell
642,653
-159,096
-20% -$16.6M 0.04% 478
2019
Q3
$80.2M Sell
801,749
-8,763
-1% -$876K 0.04% 438
2019
Q2
$80.8M Sell
810,512
-40,762
-5% -$3.9M 0.04% 438
2019
Q1
$79.9M Sell
851,274
-366,215
-30% -$32.4M 0.04% 450
2018
Q4
$97.1M Sell
1,217,489
-703,592
-37% -$58.7M 0.06% 353
2018
Q3
$159M Sell
1,921,081
-481,319
-20% -$40.8M 0.08% 277
2018
Q2
$197M Sell
2,402,400
-653,314
-21% -$53.3M 0.11% 227
2018
Q1
$252M Sell
3,055,714
-647,931
-17% -$53.7M 0.15% 180
2017
Q4
$301M Sell
3,703,645
-8,536
-0.2% -$710K 0.18% 158
2017
Q3
$311M Buy
3,712,181
+210,920
+6% +$16.7M 0.2% 150
2017
Q2
$273M Buy
3,501,261
+3,430,257
+4,831% +$259M 0.19% 146
2017
Q1
$5.25M Buy
71,004
+630
+0.9% +$45K 0.04% 346
2016
Q4
$4.76M Sell
70,374
-9,164
-12% -$614K 0.04% 360
2016
Q3
$5.35M Sell
79,538
-21,244
-21% -$1.42M 0.04% 325
2016
Q2
$6.9M Hold
100,782
0.06% 298
2016
Q1
$6.13M Buy
100,782
+15,958
+19% +$894K 0.05% 322
2015
Q4
$4.7M Hold
84,824
0.04% 349
2015
Q3
$4.43M Sell
84,824
-5,638
-6% -$315K 0.04% 355
2015
Q2
$5.13M Sell
90,462
-10,994
-11% -$635K 0.04% 357
2015
Q1
$5.69M Sell
101,456
-6,156
-6% -$347K 0.04% 349
2014
Q4
$6.16M Hold
107,612
0.04% 342
2014
Q3
$5.63M Hold
107,612
0.05% 262
2014
Q2
$5.58M Hold
107,612
0.05% 267
2014
Q1
$5.3M Buy
107,612
+15,353
+17% +$735K 0.05% 273
2013
Q4
$4.46M Sell
92,259
-900
-1% -$41.7K 0.05% 288
2013
Q3
$4.06M Sell
93,159
-3,512
-4% -$148K 0.04% 286
2013
Q2
$3.91M Buy
+96,671
New +$3.78M 0.05% 284

Other funds holding MRSH