LA
MRSH

Lau Associates’s Marsh MRSH Stock Holding History

Lau Associates’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
2019
Q4 		$263K Hold
2,359
– – 0.13% 84
2019
Q3 		$236K Sell
2,359
-800
-25% -$80K 0.12% 88
2019
Q2 		$315K Sell
3,159
-368
-10% -$35.2K 0.15% 76
2019
Q1 		$331K Hold
3,527
– – 0.17% 73
2018
Q4 		$281K Buy
3,527
+368
+12% +$30.7K 0.16% 85
2018
Q3 		$261K Hold
3,159
– – 0.15% 82
2018
Q2 		$259K Hold
3,159
– – 0.18% 67
2018
Q1 		$261K Hold
3,159
– – 0.2% 68
2017
Q4 		$257K Hold
3,159
– – 0.2% 67
2017
Q3 		$265K Hold
3,159
– – 0.21% 70
2017
Q2 		$246K Hold
3,159
– – 0.2% 71
2017
Q1 		$233K Buy
+3,159
New +$226K 0.21% 72

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Lau Associates's MRSH Position: Q4 2019 in Review

Lau Associates held its Marsh (MRSH) position steady in Q4 2019 at 2,359 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #84.

Lau Associates first reported a position in MRSH in Q1 2017 and has held it in 12 quarters since. The position peaked at $331K in Q1 2019. 923 funds tracked by Wall St. Rank hold MRSH as of Q4 2019.

  • Lau Associates held 2,359 shares of Marsh worth $263K as of Q4 2019.
  • Lau Associates left its Marsh share count unchanged in Q4 2019.
  • Marsh made up 0.13% of Lau Associates's portfolio in Q4 2019, its #84 holding.
  • Lau Associates first reported a position in Marsh in Q1 2017 and has held it in 12 quarters since.
  • Lau Associates's Marsh position peaked at $331K in Q1 2019.
  • 923 funds tracked by Wall St. Rank held Marsh as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.