LifePlan Financial Group’s Marsh MRSH Stock Holding History

LifePlan Financial Group’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 Q3	$2K	Hold	14	–	–	﹤0.01%	529
2020 Q2	$2K	Hold	14	–	–	﹤0.01%	535
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	530
2019 Q4	$2K	Hold	14	–	–	﹤0.01%	516
2019 Q3	$1K	Hold	14	–	–	﹤0.01%	528
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	527
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	532
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	525
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	524
2018 Q2	$1K	Sell	14 -27	-66%	-$2.2K	﹤0.01%	506
2018 Q1	$3K	Buy	+41	New	+$3.4K	﹤0.01%	450

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifePlan Financial Group's MRSH Position: Q3 2020 in Review

LifePlan Financial Group held its Marsh (MRSH) position steady in Q3 2020 at 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

LifePlan Financial Group first reported a position in MRSH in Q1 2018 and has held it in 11 quarters since. The position peaked at $3K in Q1 2018. 936 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

LifePlan Financial Group held 14 shares of Marsh worth $2K as of Q3 2020.
LifePlan Financial Group left its Marsh share count unchanged in Q3 2020.
Marsh made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #529 holding.
LifePlan Financial Group first reported a position in Marsh in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Marsh position peaked at $3K in Q1 2018.
936 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.