KM
MRSH

Kalos Management’s Marsh MRSH Stock Holding History

Kalos 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
2022
Q2 		– Sell
-4,500
Closed -$766K – 160
2022
Q1 		$766K Sell
4,500
-292
-6% -$46K 0.52% 42
2021
Q4 		$785K Buy
4,792
+228
+5% +$37.9K 0.21% 111
2021
Q3 		$748K Buy
4,564
+87
+2% +$13.2K 0.21% 112
2021
Q2 		$674K Sell
4,477
-54
-1% -$7.24K 0.27% 106
2021
Q1 		$610K Buy
4,531
+31
+0.7% +$3.57K 0.19% 127
2020
Q4 		$512K Sell
4,500
-13
-0.3% -$1.48K 0.22% 131
2020
Q3 		$507K Sell
4,513
-22
-0.5% -$2.52K 0.23% 130
2020
Q2 		$530K Hold
4,535
– – 0.22% 115
2020
Q1 		$472K Buy
+4,535
New +$483K 0.21% 119

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Kalos Management's MRSH Position: Q2 2022 in Review

Kalos Management sold out of Marsh (MRSH) in Q2 2022, closing a stake of 4,500 shares — an estimated $766K sold.

Kalos Management first reported a position in MRSH in Q1 2020 and held it in 9 quarters. The position peaked at $785K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

  • Kalos Management reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
  • Kalos Management sold 4,500 Marsh shares in Q2 2022, an estimated $766K.
  • Kalos Management first reported a position in Marsh in Q1 2020 and held it in 9 quarters.
  • Kalos Management's Marsh position peaked at $785K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Kalos Management's 13F filing for Q2 2022, filed 12 Aug 2022.