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Lloyds Banking Group’s Marsh MRSH Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-8,742
Closed -$457K – 277
2014
Q3 		$457K Sell
8,742
-1,812
-17% -$94.5K 0.12% 183
2014
Q2 		$546K Sell
10,554
-392,926
-97% -$19.5M 0.13% 180
2014
Q1 		$19.9M Sell
403,480
-19,964
-5% -$956K 0.18% 157
2013
Q4 		$20.5M Buy
423,444
+11,498
+3% +$533K 0.19% 143
2013
Q3 		$17.9M Sell
411,946
-200,740
-33% -$8.44M 0.18% 147
2013
Q2 		$24.5M Buy
+612,686
New +$24M 0.26% 102

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lloyds Banking Group's MRSH Position: Q4 2014 in Review

Lloyds Banking Group sold out of Marsh (MRSH) in Q4 2014, closing a stake of 8,742 shares — an estimated $457K sold.

Lloyds Banking Group first reported a position in MRSH in Q2 2013 and held it in 6 quarters. The position peaked at $24.5M in Q2 2013. 605 funds tracked by Wall St. Rank hold MRSH as of Q4 2014.

  • Lloyds Banking Group reported no remaining Marsh position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 8,742 Marsh shares in Q4 2014, an estimated $457K.
  • Lloyds Banking Group first reported a position in Marsh in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Marsh position peaked at $24.5M in Q2 2013.
  • 605 funds tracked by Wall St. Rank held Marsh as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.