Lee Financial’s Marsh MRSH Stock Holding History

Lee Financial’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
2023 Q2	–	Sell	-105	Closed	-$17.5K	–	814
2023 Q1	$17.5K	Buy	105 +98	+1,400%	+$16.3K	﹤0.01%	330
2022 Q4	$1.16K	Hold	7	–	–	﹤0.01%	765
2022 Q3	$1K	Buy	7 +1	+17%	+$160	﹤0.01%	765
2022 Q2	$1K	Buy	+6	New	+$962	﹤0.01%	801
2022 Q1	–	Sell	-5	Closed	-$1K	–	879
2021 Q4	$1K	Buy	+5	New	+$831	﹤0.01%	849
2021 Q2	–	Sell	-67	Closed	-$8K	–	678
2021 Q1	$8K	Hold	67	–	–	﹤0.01%	408
2020 Q4	$8K	Hold	67	–	–	﹤0.01%	397
2020 Q3	$8K	Hold	67	–	–	﹤0.01%	424
2020 Q2	$7K	Hold	67	–	–	﹤0.01%	412
2020 Q1	$6K	Hold	67	–	–	﹤0.01%	359
2019 Q4	$7K	Hold	67	–	–	﹤0.01%	392
2019 Q3	$7K	Hold	67	–	–	﹤0.01%	395
2019 Q2	$7K	Hold	67	–	–	﹤0.01%	406
2019 Q1	$6K	Buy	+67	New	+$5.93K	﹤0.01%	402
2018 Q3	–	Sell	-161	Closed	-$13K	–	609
2018 Q2	$13K	Hold	161	–	–	﹤0.01%	430
2018 Q1	$13K	Buy	+161	New	+$13.3K	﹤0.01%	421

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 $3.38T AUM 44.17% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's MRSH Position: Q2 2023 in Review

Lee Financial sold out of Marsh (MRSH) in Q2 2023, closing a stake of 105 shares — an estimated $17.5K sold.

Lee Financial first reported a position in MRSH in Q1 2018 and held it in 16 quarters. The position peaked at $17.5K in Q1 2023. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

Lee Financial reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 105 Marsh shares in Q2 2023, an estimated $17.5K.
Lee Financial first reported a position in Marsh in Q1 2018 and held it in 16 quarters.
Lee Financial's Marsh position peaked at $17.5K in Q1 2023.
1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.