Laffer Tengler Investments’s Marsh MRSH Stock Holding History

Laffer Tengler Investments’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
2024 Q1	–	Sell	-25	Closed	-$4.74K	–	476
2023 Q4	$4.74K	Buy	+25	New	+$4.83K	﹤0.01%	315
2018 Q1	–	Sell	-28,242	Closed	-$2.3M	–	236
2017 Q4	$2.3M	Hold	28,242	–	–	0.58%	58
2017 Q3	$2.37M	Sell	28,242 -2,025	-7%	-$161K	0.62%	49
2017 Q2	$2.36M	Hold	30,267	–	–	0.6%	51
2017 Q1	$2.24M	Hold	30,267	–	–	0.59%	52
2016 Q4	$2.05M	Buy	30,267 +9,120	+43%	+$611K	0.55%	51
2016 Q3	$1.42M	Hold	21,147	–	–	0.4%	90
2016 Q2	$1.45M	Buy	+21,147	New	+$1.36M	0.41%	92
2015 Q2	–	Sell	-53,562	Closed	-$3M	–	244
2015 Q1	$3M	Buy	+53,562	New	+$3.02M	0.42%	63
2014 Q4	–	Sell	-53,562	Closed	-$2.94M	–	50
2014 Q3	$2.8M	Hold	53,562	–	–	0.41%	50
2014 Q2	$2.78M	Sell	53,562 -4,117	-7%	-$205K	0.43%	55
2014 Q1	$2.84M	Hold	57,679	–	–	0.46%	58
2013 Q4	$2.79M	Buy	+57,679	New	+$2.67M	0.46%	50
2013 Q3	–	Hold	0	–	–	–	56

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laffer Tengler Investments's MRSH Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Marsh (MRSH) in Q1 2024, closing a stake of 25 shares — an estimated $4.74K sold.

Laffer Tengler Investments first reported a position in MRSH in Q4 2013 and held it in 13 quarters. The position peaked at $3M in Q1 2015. 1,445 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Laffer Tengler Investments reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 25 Marsh shares in Q1 2024, an estimated $4.74K.
Laffer Tengler Investments first reported a position in Marsh in Q4 2013 and held it in 13 quarters.
Laffer Tengler Investments's Marsh position peaked at $3M in Q1 2015.
1,445 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.