MSDF
MRSH

Michael & Susan Dell Foundation’s Marsh MRSH Stock Holding History

Michael & Susan Dell Foundation’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
Q4 		– Sell
-64,279
Closed -$6.43M – 17
2019
Q3 		$6.43M Hold
64,279
– – 6.12% 7
2019
Q2 		$6.41M Hold
64,279
– – 5.69% 8
2019
Q1 		$6.04M Buy
+64,279
New +$5.68M 5.82% 8

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Michael & Susan Dell Foundation's MRSH Position: Q4 2019 in Review

Michael & Susan Dell Foundation sold out of Marsh (MRSH) in Q4 2019, closing a stake of 64,279 shares — an estimated $6.43M sold.

Michael & Susan Dell Foundation first reported a position in MRSH in Q1 2019 and held it in 3 quarters. The position peaked at $6.43M in Q3 2019. 924 funds tracked by Wall St. Rank hold MRSH as of Q4 2019.

  • Michael & Susan Dell Foundation reported no remaining Marsh position as of Q4 2019 after selling out during the quarter.
  • Michael & Susan Dell Foundation sold 64,279 Marsh shares in Q4 2019, an estimated $6.43M.
  • Michael & Susan Dell Foundation first reported a position in Marsh in Q1 2019 and held it in 3 quarters.
  • Michael & Susan Dell Foundation's Marsh position peaked at $6.43M in Q3 2019.
  • 924 funds tracked by Wall St. Rank held Marsh as of Q4 2019.

Based on Michael & Susan Dell Foundation's 13F filing for Q4 2019, filed 14 Feb 2020.