MilWealth Group’s Marsh MRSH Stock Holding History

MilWealth Group’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 Q4	–	Sell	-16	Closed	-$2.42K	–	175
2021 Q3	$2.42K	Buy	+16	New	+$2.42K	﹤0.01%	126

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

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

MilWealth Group's MRSH Position: Q4 2021 in Review

MilWealth Group sold out of Marsh (MRSH) in Q4 2021, closing a stake of 16 shares — an estimated $2.42K sold.

MilWealth Group first reported a position in MRSH in Q3 2021 and held it in 1 quarter. The position peaked at $2.42K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

MilWealth Group reported no remaining Marsh position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 16 Marsh shares in Q4 2021, an estimated $2.42K.
MilWealth Group first reported a position in Marsh in Q3 2021 and held it in 1 quarter.
MilWealth Group's Marsh position peaked at $2.42K in Q3 2021.
1,167 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.