Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-668
Closed -$81K 412
2021
Q1
$81K Hold
668
0.04% 130
2020
Q4
$78K Hold
668
0.05% 114
2020
Q3
$77K Hold
668
0.06% 102
2020
Q2
$72K Hold
668
0.06% 103
2020
Q1
$58K Hold
668
0.04% 112
2019
Q4
$74K Buy
+668
New +$69.8K 0.03% 111
2019
Q3
Sell
-668
Closed -$67K 287
2019
Q2
$67K Buy
+668
New +$63.9K 0.03% 116

Other funds holding MRSH

Manchester Financial's MRSH Position: Q2 2021 in Review

Manchester Financial sold out of Marsh (MRSH) in Q2 2021, closing a stake of 668 shares — an estimated $81K sold.

Manchester Financial first reported a position in MRSH in Q2 2019 and held it in 7 quarters. The position peaked at $81K in Q1 2021. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

  • Manchester Financial reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 668 Marsh shares in Q2 2021, an estimated $81K.
  • Manchester Financial first reported a position in Marsh in Q2 2019 and held it in 7 quarters.
  • Manchester Financial's Marsh position peaked at $81K in Q1 2021.
  • 1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.