MLM
MRSH

Mount Lucas Management’s Marsh MRSH Stock Holding History

Mount Lucas 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
2023
Q1 		– Sell
-80
Closed -$13.2K – 121
2022
Q4 		$13.2K Sell
80
-16,746
-100% -$2.74M ﹤0.01% 103
2022
Q3 		$2.51M Sell
16,826
-355
-2% -$57K 0.87% 33
2022
Q2 		$2.67M Buy
17,181
+589
+4% +$94.4K 0.89% 34
2022
Q1 		$2.83M Buy
16,592
+4
+0% +$631 0.82% 42
2021
Q4 		$2.88M Buy
+16,588
New +$2.76M 0.82% 53
2017
Q3 		– Sell
-32,997
Closed -$2.57M – 130
2017
Q2 		$2.57M Buy
32,997
+85
+0.3% +$6.42K 0.48% 61
2017
Q1 		$2.43M Sell
32,912
-4,112
-11% -$294K 0.48% 58
2016
Q4 		$2.5M Sell
37,024
-6,837
-16% -$458K 0.49% 58
2016
Q3 		$2.95M Buy
+43,861
New +$2.94M 0.54% 54
2015
Q1 		– Sell
-71,671
Closed -$4.1M – 114
2014
Q4 		$4.1M Buy
71,671
+1,366
+2% +$74.9K 0.73% 37
2014
Q3 		$3.68M Sell
70,305
-150
-0.2% -$7.82K 0.7% 34
2014
Q2 		$3.65M Sell
70,455
-9,934
-12% -$493K 0.68% 37
2014
Q1 		$3.96M Buy
+80,389
New +$3.85M 0.83% 31

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return