LeJeune Puetz Investment Counsel’s Marsh MRSH Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$197K	Buy	1,181 +13	+1%	+$2.17K	0.07%	159
2022 Q4	$193K	Hold	1,168	–	–	0.07%	155
2022 Q3	$174K	Hold	1,168	–	–	0.07%	156
2022 Q2	$181K	Hold	1,168	–	–	0.07%	158
2022 Q1	$199K	Hold	1,168	–	–	0.07%	155
2021 Q4	$203K	Hold	1,168	–	–	0.07%	157
2021 Q3	$177K	Buy	+1,168	New	+$177K	0.06%	165
2020 Q1	–	Sell	-1,310	Closed	-$146K	–	182
2019 Q4	$146K	Hold	1,310	–	–	0.07%	156
2019 Q3	$131K	Hold	1,310	–	–	0.07%	160
2019 Q2	$131K	Hold	1,310	–	–	0.07%	157
2019 Q1	$123K	Hold	1,310	–	–	0.07%	159
2018 Q4	$104K	Buy	1,310 +85	+7%	+$7.09K	0.06%	165
2018 Q3	$101K	Hold	1,225	–	–	0.06%	163
2018 Q2	$100K	Buy	+1,225	New	+$100K	0.06%	160

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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LeJeune Puetz Investment Counsel's MRSH Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Marsh (MRSH) stake by 1.1% in Q1 2023, buying an estimated $2.17K and bringing the position to 1,181 shares worth $197K. The position accounts for 0.07% of the portfolio, ranked #159.

LeJeune Puetz Investment Counsel first reported a position in MRSH in Q2 2018 and has held it in 14 quarters since. The position peaked at $203K in Q4 2021. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

LeJeune Puetz Investment Counsel held 1,181 shares of Marsh worth $197K as of Q1 2023.
LeJeune Puetz Investment Counsel bought 13 Marsh shares in Q1 2023, an estimated $2.17K.
Marsh made up 0.07% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #159 holding.
LeJeune Puetz Investment Counsel first reported a position in Marsh in Q2 2018 and has held it in 14 quarters since.
LeJeune Puetz Investment Counsel's Marsh position peaked at $203K in Q4 2021.
1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.