JSF Financial’s Marsh MRSH Stock Holding History

JSF Financial’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
2023 Q4	–	Sell	-3,733	Closed	-$710K	–	113
2023 Q3	$710K	Sell	3,733 -15	-0.4%	-$2.88K	0.28%	48
2023 Q2	$705K	Buy	+3,748	New	+$665K	0.25%	52

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JSF Financial's MRSH Position: Q4 2023 in Review

JSF Financial sold out of Marsh (MRSH) in Q4 2023, closing a stake of 3,733 shares — an estimated $710K sold.

JSF Financial first reported a position in MRSH in Q2 2023 and held it in 2 quarters. The position peaked at $710K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

JSF Financial reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
JSF Financial sold 3,733 Marsh shares in Q4 2023, an estimated $710K.
JSF Financial first reported a position in Marsh in Q2 2023 and held it in 2 quarters.
JSF Financial's Marsh position peaked at $710K in Q3 2023.
1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on JSF Financial's 13F filing for Q4 2023, filed 14 Feb 2024.