M&R Capital Management’s Marsh MRSH Stock Holding History

M&R Capital 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
2023 Q3	–	Sell	-114	Closed	-$21.4K	–	624
2023 Q2	$21.4K	Hold	114	–	–	0.01%	311
2023 Q1	$19K	Hold	114	–	–	0.01%	312
2022 Q4	$18.9K	Hold	114	–	–	0.01%	302
2022 Q3	$17K	Hold	114	–	–	﹤0.01%	290
2022 Q2	$17K	Hold	114	–	–	﹤0.01%	295
2022 Q1	$19K	Hold	114	–	–	﹤0.01%	296
2021 Q4	$19K	Hold	114	–	–	﹤0.01%	302
2021 Q3	$17K	Hold	114	–	–	﹤0.01%	309
2021 Q2	$16K	Hold	114	–	–	﹤0.01%	312
2021 Q1	$13K	Hold	114	–	–	﹤0.01%	317
2020 Q4	$13K	Hold	114	–	–	﹤0.01%	333
2020 Q3	$13K	Hold	114	–	–	﹤0.01%	339
2020 Q2	$12K	Hold	114	–	–	﹤0.01%	344
2020 Q1	$9K	Hold	114	–	–	﹤0.01%	350
2019 Q4	$12K	Hold	114	–	–	﹤0.01%	369
2019 Q3	$11K	Sell	114 -31	-21%	-$3.1K	﹤0.01%	398
2019 Q2	$14K	Hold	145	–	–	﹤0.01%	388
2019 Q1	$13K	Hold	145	–	–	﹤0.01%	398
2018 Q4	$11K	Hold	145	–	–	﹤0.01%	403
2018 Q3	$11K	Hold	145	–	–	﹤0.01%	428
2018 Q2	$11K	Buy	145 +31	+27%	+$2.53K	﹤0.01%	423
2018 Q1	$9K	Hold	114	–	–	﹤0.01%	442
2017 Q4	$9K	Sell	114 -160	-58%	-$13.3K	﹤0.01%	450
2017 Q3	$22K	Buy	274 +34	+14%	+$2.69K	0.01%	375
2017 Q2	$18K	Buy	240 +78	+48%	+$5.89K	﹤0.01%	388
2017 Q1	$11K	Sell	162 -19	-10%	-$1.36K	﹤0.01%	441
2016 Q4	$12K	Sell	181 -23	-11%	-$1.54K	﹤0.01%	422
2016 Q3	$13K	Hold	204	–	–	﹤0.01%	407
2016 Q2	$13K	Buy	+204	New	+$13.1K	﹤0.01%	403

Other funds holding MRSH

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&R Capital Management's MRSH Position: Q3 2023 in Review

M&R Capital Management sold out of Marsh (MRSH) in Q3 2023, closing a stake of 114 shares — an estimated $21.4K sold.

M&R Capital Management first reported a position in MRSH in Q2 2016 and held it in 29 quarters. The position peaked at $22K in Q3 2017. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

M&R Capital Management reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
M&R Capital Management sold 114 Marsh shares in Q3 2023, an estimated $21.4K.
M&R Capital Management first reported a position in Marsh in Q2 2016 and held it in 29 quarters.
M&R Capital Management's Marsh position peaked at $22K in Q3 2017.
1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on M&R Capital Management's 13F filing for Q3 2023, filed 10 Oct 2023.