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Liberty Wealth Management’s Marsh MRSH Stock Holding History

Liberty 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
2021
Q4 		– Sell
-72
Closed -$11K – 740
2021
Q3 		$11K Buy
72
+14
+24% +$2.12K ﹤0.01% 811
2021
Q2 		$8K Hold
58
– – ﹤0.01% 708
2021
Q1 		$6K Hold
58
– – ﹤0.01% 679
2020
Q4 		$6K Buy
58
+14
+32% +$1.59K ﹤0.01% 674
2020
Q3 		$5K Hold
44
– – ﹤0.01% 629
2020
Q2 		$5K Hold
44
– – ﹤0.01% 613
2020
Q1 		$4K Hold
44
– – ﹤0.01% 632
2019
Q4 		$5K Hold
44
– – ﹤0.01% 673
2019
Q3 		$4K Buy
44
+34
+340% +$3.4K ﹤0.01% 677
2019
Q2 		$1K Hold
10
– – ﹤0.01% 840
2019
Q1 		$0 Hold
10
– – ﹤0.01% 805
2018
Q4 		$0 Buy
+10
New +$834 ﹤0.01% 782

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's MRSH Position: Q4 2021 in Review

Liberty Wealth Management sold out of Marsh (MRSH) in Q4 2021, closing a stake of 72 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in MRSH in Q4 2018 and held it in 12 quarters. The position peaked at $11K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • Liberty Wealth Management reported no remaining Marsh position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 72 Marsh shares in Q4 2021, an estimated $11K.
  • Liberty Wealth Management first reported a position in Marsh in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Marsh position peaked at $11K in Q3 2021.
  • 1,167 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.