MWM
MRSH

Minot Wealth Management’s Marsh MRSH Stock Holding History

Minot Wealth 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
2020
Q2 		– Sell
-8,750
Closed -$757K – 118
2020
Q1 		$757K Sell
8,750
-2,455
-22% -$262K 0.54% 59
2019
Q4 		$1.27M Buy
+11,205
New +$1.17M 0.58% 54

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Minot Wealth Management's MRSH Position: Q2 2020 in Review

Minot Wealth Management sold out of Marsh (MRSH) in Q2 2020, closing a stake of 8,750 shares — an estimated $757K sold.

Minot Wealth Management first reported a position in MRSH in Q4 2019 and held it in 2 quarters. The position peaked at $1.27M in Q4 2019. 911 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

  • Minot Wealth Management reported no remaining Marsh position as of Q2 2020 after selling out during the quarter.
  • Minot Wealth Management sold 8,750 Marsh shares in Q2 2020, an estimated $757K.
  • Minot Wealth Management first reported a position in Marsh in Q4 2019 and held it in 2 quarters.
  • Minot Wealth Management's Marsh position peaked at $1.27M in Q4 2019.
  • 911 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on Minot Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.