Lenox Wealth Advisors’s Marsh MRSH Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$1K	Sell	4 -24	-86%	-$3.78K	﹤0.01%	721
2021 Q4	$5K	Buy	28 +24	+600%	+$3.99K	﹤0.01%	605
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	682
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	674
2021 Q1	$0	Sell	4 -28	-88%	-$3.23K	﹤0.01%	735
2020 Q4	$4K	Sell	32 -170	-84%	-$19.3K	﹤0.01%	531
2020 Q3	$23K	Hold	202	–	–	﹤0.01%	264
2020 Q2	$22K	Hold	202	–	–	﹤0.01%	272
2020 Q1	$17K	Sell	202 -10,419	-98%	-$1.11M	﹤0.01%	291
2019 Q4	$1.18M	Sell	10,621 -2,905	-21%	-$303K	0.18%	31
2019 Q3	$1.35M	Buy	13,526 +13,266	+5,102%	+$1.33M	0.23%	27
2019 Q2	$26K	Buy	+260	New	+$24.9K	﹤0.01%	195

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $298B AUM 21.96% 1-Year Est. Return

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

Lenox Wealth Advisors's MRSH Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Marsh (MRSH) stake by 86% in Q1 2022, selling an estimated $3.78K and leaving 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Lenox Wealth Advisors first reported a position in MRSH in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.35M in Q3 2019. 1,150 funds tracked by Wall St. Rank hold MRSH as of Q1 2022.

Lenox Wealth Advisors held 4 shares of Marsh worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 24 Marsh shares in Q1 2022, an estimated $3.78K.
Marsh made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #721 holding.
Lenox Wealth Advisors first reported a position in Marsh in Q2 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's Marsh position peaked at $1.35M in Q3 2019.
1,150 funds tracked by Wall St. Rank held Marsh as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.