MAP
MRSH

Milestone Advisory Partners’s Marsh MRSH Stock Holding History

Milestone Advisory Partners’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 		$224K Hold
1,179
– – 0.19% 64
2023
Q2 		$222K Buy
+1,179
New +$209K 0.2% 65
2022
Q1 		– Sell
-1,150
Closed -$200K – 91
2021
Q4 		$200K Buy
+1,150
New +$191K 0.1% 87

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Milestone Advisory Partners's MRSH Position: Q3 2023 in Review

Milestone Advisory Partners held its Marsh (MRSH) position steady in Q3 2023 at 1,179 shares worth $224K. The position accounts for 0.19% of the portfolio, ranked #64.

Milestone Advisory Partners first reported a position in MRSH in Q4 2021 and has held it in 3 quarters since. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Milestone Advisory Partners held 1,179 shares of Marsh worth $224K as of Q3 2023.
  • Milestone Advisory Partners left its Marsh share count unchanged in Q3 2023.
  • Marsh made up 0.19% of Milestone Advisory Partners's portfolio in Q3 2023, its #64 holding.
  • Milestone Advisory Partners first reported a position in Marsh in Q4 2021 and has held it in 3 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.