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Money Concepts Capital’s Marsh MRSH Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-146
Closed -$24.2K – 1942
2022
Q4 		$24.2K Buy
146
+75
+106% +$12.3K ﹤0.01% 1582
2022
Q3 		$11K Buy
+71
New +$11.4K ﹤0.01% 1035
2022
Q2 		– Sell
-129
Closed -$22K – 2160
2022
Q1 		$22K Buy
+129
New +$20.3K ﹤0.01% 1575

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Money Concepts Capital's MRSH Position: Q1 2023 in Review

Money Concepts Capital sold out of Marsh (MRSH) in Q1 2023, closing a stake of 146 shares — an estimated $24.2K sold.

Money Concepts Capital first reported a position in MRSH in Q1 2022 and held it in 3 quarters. The position peaked at $24.2K in Q4 2022. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

  • Money Concepts Capital reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 146 Marsh shares in Q1 2023, an estimated $24.2K.
  • Money Concepts Capital first reported a position in Marsh in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Marsh position peaked at $24.2K in Q4 2022.
  • 1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.