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Kings Point Capital Management’s Marsh MRSH Stock Holding History

Kings Point Capital 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
2021
Q1 		– Sell
-108
Closed -$13K – 548
2020
Q4 		$13K Hold
108
– – ﹤0.01% 471
2020
Q3 		$12K Sell
108
-247
-70% -$28.3K ﹤0.01% 460
2020
Q2 		$38K Sell
355
-75
-17% -$7.59K 0.01% 301
2020
Q1 		$37K Hold
430
– – 0.01% 309
2019
Q4 		$48K Hold
430
– – 0.01% 320
2019
Q3 		$43K Buy
430
+322
+298% +$32.2K 0.01% 314
2019
Q2 		$11K Buy
+108
New +$10.3K ﹤0.01% 417

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kings Point Capital Management's MRSH Position: Q1 2021 in Review

Kings Point Capital Management sold out of Marsh (MRSH) in Q1 2021, closing a stake of 108 shares — an estimated $13K sold.

Kings Point Capital Management first reported a position in MRSH in Q2 2019 and held it in 7 quarters. The position peaked at $48K in Q4 2019. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

  • Kings Point Capital Management reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 108 Marsh shares in Q1 2021, an estimated $13K.
  • Kings Point Capital Management first reported a position in Marsh in Q2 2019 and held it in 7 quarters.
  • Kings Point Capital Management's Marsh position peaked at $48K in Q4 2019.
  • 978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.