Lodestar Investment Counsel’s Marsh MRSH Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$254K	Buy	2,542 +3	+0.1%	+$287	0.03%	158
2019 Q1	$238K	Buy	2,539 +3	+0.1%	+$265	0.03%	161
2018 Q4	$202K	Buy	2,536 +3	+0.1%	+$250	0.02%	165
2018 Q3	$210K	Buy	2,533 +3	+0.1%	+$254	0.02%	168
2018 Q2	$207K	Sell	2,530 -197	-7%	-$16.1K	0.02%	172
2018 Q1	$225K	Buy	2,727 +43	+2%	+$3.56K	0.03%	162
2017 Q4	$218K	Sell	2,684 -22	-0.8%	-$1.83K	0.03%	166
2017 Q3	$227K	Buy	2,706 +3	+0.1%	+$238	0.03%	159
2017 Q2	$211K	Buy	+2,703	New	+$204K	0.03%	154
2015 Q3	–	Sell	-7,439	Closed	-$422K	–	147
2015 Q2	$422K	Buy	7,439 +1	+0%	+$58	0.07%	107
2015 Q1	$417K	Buy	+7,438	New	+$419K	0.06%	115

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 $865B AUM 30.76% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lodestar Investment Counsel's MRSH Position: Q2 2019 in Review

Lodestar Investment Counsel increased its Marsh (MRSH) stake by 0.12% in Q2 2019, buying an estimated $287 and bringing the position to 2,542 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #158.

Lodestar Investment Counsel first reported a position in MRSH in Q1 2015 and has held it in 11 quarters since. The position peaked at $422K in Q2 2015. 845 funds tracked by Wall St. Rank hold MRSH as of Q2 2019.

Lodestar Investment Counsel held 2,542 shares of Marsh worth $254K as of Q2 2019.
Lodestar Investment Counsel bought 3 Marsh shares in Q2 2019, an estimated $287.
Marsh made up 0.03% of Lodestar Investment Counsel's portfolio in Q2 2019, its #158 holding.
Lodestar Investment Counsel first reported a position in Marsh in Q1 2015 and has held it in 11 quarters since.
Lodestar Investment Counsel's Marsh position peaked at $422K in Q2 2015.
845 funds tracked by Wall St. Rank held Marsh as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.