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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lenox Wealth Management's MRSH Position: Q2 2020 in Review

Lenox Wealth Management held its Marsh (MRSH) position steady in Q2 2020 at 75 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Lenox Wealth Management first reported a position in MRSH in Q2 2017 and has held it in 13 quarters since. 911 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

Lenox Wealth Management held 75 shares of Marsh worth $8K as of Q2 2020.
Lenox Wealth Management left its Marsh share count unchanged in Q2 2020.
Marsh made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #465 holding.
Lenox Wealth Management first reported a position in Marsh in Q2 2017 and has held it in 13 quarters since.
911 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.