LC
MRSH

Lourd Capital’s Marsh MRSH Stock Holding History

Lourd Capital’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 		$262K Sell
2,624
-125
-5% -$12K 0.02% 106
2019
Q1 		$258K Sell
2,749
-516
-16% -$45.6K 0.03% 102
2018
Q4 		$260K Buy
3,265
+5
+0.2% +$417 0.02% 219
2018
Q3 		$270K Buy
+3,260
New +$276K 0.02% 238
2018
Q1 		– Sell
-3,328
Closed -$271K – 246
2017
Q4 		$271K Buy
3,328
+399
+14% +$33.2K 0.02% 257
2017
Q3 		$245K Buy
2,929
+89
+3% +$7.05K 0.02% 98
2017
Q2 		$221K Buy
2,840
+35
+1% +$2.64K 0.02% 105
2017
Q1 		$207K Buy
+2,805
New +$200K 0.02% 103

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lourd Capital's MRSH Position: Q2 2019 in Review

Lourd Capital reduced its Marsh (MRSH) stake by 4.5% in Q2 2019, selling an estimated $12K and leaving 2,624 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #106.

Lourd Capital first reported a position in MRSH in Q1 2017 and has held it in 8 quarters since. The position peaked at $271K in Q4 2017. 845 funds tracked by Wall St. Rank hold MRSH as of Q2 2019.

  • Lourd Capital held 2,624 shares of Marsh worth $262K as of Q2 2019.
  • Lourd Capital sold 125 Marsh shares in Q2 2019, an estimated $12K.
  • Marsh made up 0.02% of Lourd Capital's portfolio in Q2 2019, its #106 holding.
  • Lourd Capital first reported a position in Marsh in Q1 2017 and has held it in 8 quarters since.
  • Lourd Capital's Marsh position peaked at $271K in Q4 2017.
  • 845 funds tracked by Wall St. Rank held Marsh as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.