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Milestone Investment Advisors’s Marsh MRSH Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-889
Closed -$169K – 317
2023
Q3 		$169K Buy
+889
New +$170K 0.05% 112
2023
Q2 		– Sell
-1,031
Closed -$172K – 312
2023
Q1 		$172K Buy
+1,031
New +$172K 0.05% 114

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Milestone Investment Advisors's MRSH Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Marsh (MRSH) in Q4 2023, closing a stake of 889 shares — an estimated $169K sold.

Milestone Investment Advisors first reported a position in MRSH in Q1 2023 and held it in 2 quarters. The position peaked at $172K in Q1 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 889 Marsh shares in Q4 2023, an estimated $169K.
  • Milestone Investment Advisors first reported a position in Marsh in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Marsh position peaked at $172K in Q1 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.