Marathon Capital Management’s Marsh MRSH Stock Holding History

Marathon 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
2021 Q3	–	Sell	-1,745	Closed	-$245K	–	230
2021 Q2	$245K	Sell	1,745 -70	-4%	-$9.39K	0.06%	170
2021 Q1	$221K	Sell	1,815 -95	-5%	-$10.9K	0.06%	170
2020 Q4	$223K	Hold	1,910	–	–	0.07%	141
2020 Q3	$219K	Sell	1,910 -253	-12%	-$29K	0.08%	123
2020 Q2	$232K	Buy	+2,163	New	+$219K	0.09%	113
2020 Q1	–	Sell	-2,247	Closed	-$250K	–	134
2019 Q4	$250K	Sell	2,247 -35	-2%	-$3.66K	0.09%	116
2019 Q3	$228K	Hold	2,282	–	–	0.09%	89
2019 Q2	$227K	Hold	2,282	–	–	0.09%	92
2019 Q1	$214K	Buy	+2,282	New	+$202K	0.1%	89

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

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

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

Marathon Capital Management's MRSH Position: Q3 2021 in Review

Marathon Capital Management sold out of Marsh (MRSH) in Q3 2021, closing a stake of 1,745 shares — an estimated $245K sold.

Marathon Capital Management first reported a position in MRSH in Q1 2019 and held it in 9 quarters. The position peaked at $250K in Q4 2019. 1,074 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

Marathon Capital Management reported no remaining Marsh position as of Q3 2021 after selling out during the quarter.
Marathon Capital Management sold 1,745 Marsh shares in Q3 2021, an estimated $245K.
Marathon Capital Management first reported a position in Marsh in Q1 2019 and held it in 9 quarters.
Marathon Capital Management's Marsh position peaked at $250K in Q4 2019.
1,074 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on Marathon Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.