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	–	817
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return