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MPS Loria Financial Planners’s Marsh MRSH Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-290
Closed -$35K – 395
2021
Q1 		$35K Sell
290
-107
-27% -$12.3K 0.02% 191
2020
Q4 		$45K Buy
+397
New +$45.1K 0.02% 167

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's MRSH Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Marsh (MRSH) in Q2 2021, closing a stake of 290 shares — an estimated $35K sold.

MPS Loria Financial Planners first reported a position in MRSH in Q4 2020 and held it in 2 quarters. The position peaked at $45K in Q4 2020. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 290 Marsh shares in Q2 2021, an estimated $35K.
  • MPS Loria Financial Planners first reported a position in Marsh in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Marsh position peaked at $45K in Q4 2020.
  • 1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.