LWM
MRSH

Lenox Wealth Management’s Marsh MRSH Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$8K Hold
75
– – ﹤0.01% 465
2020
Q1 		$6K Hold
75
– – ﹤0.01% 469
2019
Q4 		$8K Hold
75
– – ﹤0.01% 478
2019
Q3 		$7K Hold
75
– – ﹤0.01% 493
2019
Q2 		$7K Hold
75
– – ﹤0.01% 472
2019
Q1 		$7K Hold
75
– – ﹤0.01% 480
2018
Q4 		$6K Hold
75
– – ﹤0.01% 444
2018
Q3 		$6K Hold
75
– – ﹤0.01% 478
2018
Q2 		$6K Hold
75
– – ﹤0.01% 418
2018
Q1 		$6K Hold
75
– – ﹤0.01% 393
2017
Q4 		$6K Hold
75
– – ﹤0.01% 416
2017
Q3 		$6K Hold
75
– – ﹤0.01% 435
2017
Q2 		$6K Buy
+75
New +$5.66K ﹤0.01% 414

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return