KCP
MRSH

KDI Capital Partners’s Marsh MRSH Stock Holding History

KDI Capital Partners’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
-74,831
Closed -$8.34M – 33
2019
Q4 		$8.34M Sell
74,831
-5,255
-7% -$549K 3.04% 18
2019
Q3 		$8.01M Sell
80,086
-3,983
-5% -$398K 3.13% 18
2019
Q2 		$8.39M Sell
84,069
-8,185
-9% -$783K 3.14% 17
2019
Q1 		$8.66M Sell
92,254
-33,168
-26% -$2.93M 3.05% 15
2018
Q4 		$10M Buy
125,422
+2,125
+2% +$177K 3.4% 14
2018
Q3 		$10.2M Buy
123,297
+3,748
+3% +$318K 3.24% 14
2018
Q2 		$9.8M Buy
119,549
+777
+0.7% +$63.4K 3.12% 14
2018
Q1 		$9.81M Buy
118,772
+25,249
+27% +$2.09M 3.2% 12
2017
Q4 		$7.61M Sell
93,523
-25,806
-22% -$2.15M 3.03% 14
2017
Q3 		$10M Buy
119,329
+598
+0.5% +$47.4K 3.34% 9
2017
Q2 		$9.26M Buy
118,731
+323
+0.3% +$24.4K 3.16% 11
2017
Q1 		$8.75M Buy
118,408
+466
+0.4% +$33.3K 3% 10
2016
Q4 		$7.97M Buy
+117,942
New +$7.91M 2.57% 19

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KDI Capital Partners's MRSH Position: Q1 2020 in Review

KDI Capital Partners sold out of Marsh (MRSH) in Q1 2020, closing a stake of 74,831 shares — an estimated $8.34M sold.

KDI Capital Partners first reported a position in MRSH in Q4 2016 and held it in 13 quarters. The position peaked at $10.2M in Q3 2018. 880 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

  • KDI Capital Partners reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
  • KDI Capital Partners sold 74,831 Marsh shares in Q1 2020, an estimated $8.34M.
  • KDI Capital Partners first reported a position in Marsh in Q4 2016 and held it in 13 quarters.
  • KDI Capital Partners's Marsh position peaked at $10.2M in Q3 2018.
  • 880 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on KDI Capital Partners's 13F filing for Q1 2020, filed 12 May 2020.