KOCAA
MRSH

Knights of Columbus Asset Advisors’s Marsh MRSH Stock Holding History

Knights of Columbus Asset Advisors’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
Q2 		– Sell
-29,850
Closed -$2.58M – 381
2020
Q1 		$2.58M Buy
29,850
+800
+3% +$85.3K 0.33% 87
2019
Q4 		$3.24M Hold
29,050
– – 0.29% 103
2019
Q3 		$2.91M Hold
29,050
– – 1.11% 33
2019
Q2 		$2.9M Sell
29,050
-1,100
-4% -$105K 1.14% 28
2019
Q1 		$2.83M Sell
30,150
-50
-0.2% -$4.42K 1.14% 30
2018
Q4 		$2.41M Buy
30,200
+100
+0.3% +$8.34K 1.1% 32
2018
Q3 		$2.49M Sell
30,100
-750
-2% -$63.5K 1% 36
2018
Q2 		$2.53M Sell
30,850
-1,200
-4% -$98K 1.23% 34
2018
Q1 		$2.65M Buy
32,050
+10,450
+48% +$866K 1.21% 32
2017
Q4 		$1.76M Sell
21,600
-1,250
-5% -$104K 1.13% 36
2017
Q3 		$1.92M Sell
22,850
-2,100
-8% -$166K 1.29% 28
2017
Q2 		$1.95M Sell
24,950
-200
-0.8% -$15.1K 1.35% 27
2017
Q1 		$1.86M Buy
+25,150
New +$1.8M 1.31% 27

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 $865B AUM 30.76% 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 $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $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

Knights of Columbus Asset Advisors's MRSH Position: Q2 2020 in Review

Knights of Columbus Asset Advisors sold out of Marsh (MRSH) in Q2 2020, closing a stake of 29,850 shares — an estimated $2.58M sold.

Knights of Columbus Asset Advisors first reported a position in MRSH in Q1 2017 and held it in 13 quarters. The position peaked at $3.24M in Q4 2019. 911 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

  • Knights of Columbus Asset Advisors reported no remaining Marsh position as of Q2 2020 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 29,850 Marsh shares in Q2 2020, an estimated $2.58M.
  • Knights of Columbus Asset Advisors first reported a position in Marsh in Q1 2017 and held it in 13 quarters.
  • Knights of Columbus Asset Advisors's Marsh position peaked at $3.24M in Q4 2019.
  • 911 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.