Jupiter Investment Management’s Marsh MRSH Stock Holding History

Jupiter 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
2020 Q1	–	Sell	-2,100	Closed	-$233K	–	447
2019 Q4	$233K	Buy	+2,100	New	+$219K	﹤0.01%	405
2018 Q3	–	Sell	-161,138	Closed	-$13.2M	–	418
2018 Q2	$13.2M	Sell	161,138 -2,654	-2%	-$217K	0.09%	153
2018 Q1	$13.5M	Buy	163,792 +8,937	+6%	+$740K	0.11%	130
2017 Q4	$12.6M	Buy	154,855 +24,955	+19%	+$2.07M	0.12%	129
2017 Q3	$10.9M	Buy	129,900 +40,236	+45%	+$3.19M	0.11%	132
2017 Q2	$6.99M	Buy	89,664 +57,839	+182%	+$4.37M	0.08%	160
2017 Q1	$2.35M	Buy	+31,825	New	+$2.27M	0.03%	197
2013 Q3	–	Sell	-59,400	Closed	-$2.37M	–	308
2013 Q2	$2.37M	Buy	+59,400	New	+$2.32M	0.29%	147

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jupiter Investment Management's MRSH Position: Q1 2020 in Review

Jupiter Investment Management sold out of Marsh (MRSH) in Q1 2020, closing a stake of 2,100 shares — an estimated $233K sold.

Jupiter Investment Management first reported a position in MRSH in Q2 2013 and held it in 8 quarters. The position peaked at $13.5M in Q1 2018. 880 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

Jupiter Investment Management reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 2,100 Marsh shares in Q1 2020, an estimated $233K.
Jupiter Investment Management first reported a position in Marsh in Q2 2013 and held it in 8 quarters.
Jupiter Investment Management's Marsh position peaked at $13.5M in Q1 2018.
880 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.