Lionsbridge Wealth Management’s Marsh MRSH Stock Holding History

Lionsbridge 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 Q1	–	Sell	-7	Closed	–	–	211
2019 Q4	$0	Buy	+7	New	+$731	﹤0.01%	314

Other funds holding MRSH

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Lionsbridge Wealth Management's MRSH Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Marsh (MRSH) in Q1 2020, closing a stake of 7 shares.

Lionsbridge Wealth Management first reported a position in MRSH in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 881 funds tracked by Wall St. Rank hold MRSH as of Q1 2020.

Lionsbridge Wealth Management reported no remaining Marsh position as of Q1 2020 after selling out during the quarter.
Lionsbridge Wealth Management sold 7 Marsh shares in Q1 2020.
Lionsbridge Wealth Management first reported a position in Marsh in Q4 2019 and held it in 1 quarter.
Lionsbridge Wealth Management's Marsh position peaked at $0 in Q4 2019.
881 funds tracked by Wall St. Rank held Marsh as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.