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Lynx Investment Advisory’s Marsh MRSH Stock Holding History

Lynx Investment Advisory’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
2024
Q3 		– Sell
-50
Closed -$10.5K – 516
2024
Q2 		$10.5K Buy
+50
New +$10.3K 0.01% 399

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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

Lynx Investment Advisory's MRSH Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Marsh (MRSH) in Q3 2024, closing a stake of 50 shares — an estimated $10.5K sold.

Lynx Investment Advisory first reported a position in MRSH in Q2 2024 and held it in 1 quarter. The position peaked at $10.5K in Q2 2024. 1,530 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 50 Marsh shares in Q3 2024, an estimated $10.5K.
  • Lynx Investment Advisory first reported a position in Marsh in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Marsh position peaked at $10.5K in Q2 2024.
  • 1,530 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.