NIM
MRSH

NuWave Investment Management’s Marsh MRSH Stock Holding History

NuWave Investment 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
2022
Q3 		$132K Buy
+885
New +$142K 0.15% 187
2021
Q4 		– Sell
-2,977
Closed -$451K – 378
2021
Q3 		$451K Buy
+2,977
New +$450K 0.52% 68
2021
Q1 		– Sell
-985
Closed -$115K – 375
2020
Q4 		$115K Sell
985
-1,225
-55% -$139K 0.15% 176
2020
Q3 		$253K Sell
2,210
-4,362
-66% -$500K 0.39% 80
2020
Q2 		$710K Buy
6,572
+4,652
+242% +$471K 0.94% 28
2020
Q1 		$166K Buy
1,920
+1,644
+596% +$175K 0.36% 67
2019
Q4 		$31K Sell
276
-7,127
-96% -$744K 0.03% 278
2019
Q3 		$739K Buy
7,403
+6,634
+863% +$663K 0.73% 36
2019
Q2 		$77K Buy
769
+691
+886% +$66.1K 0.08% 188
2019
Q1 		$7K Sell
78
-6,217
-99% -$550K 0.01% 307
2018
Q4 		$502K Buy
6,295
+6,191
+5,953% +$516K 0.86% 29
2018
Q3 		$9K Sell
104
-2,601
-96% -$220K 0.01% 252
2018
Q2 		$222K Buy
2,705
+2,023
+297% +$165K 0.29% 118
2018
Q1 		$56K Buy
682
+619
+983% +$51.3K 0.09% 182
2017
Q4 		$5K Buy
+63
New +$5.24K 0.01% 286
2014
Q3 		$1K Sell
17
-1,433
-99% -$74.7K ﹤0.01% 256
2014
Q2 		$75K Sell
1,450
-2,608
-64% -$130K 0.19% 150
2014
Q1 		$200K Buy
4,058
+542
+15% +$26K 0.59% 65
2013
Q4 		$170K Buy
3,516
+1,915
+120% +$88.8K 0.15% 164
2013
Q3 		$70K Sell
1,601
-212
-12% -$8.91K 0.06% 183
2013
Q2 		$72K Buy
+1,813
New +$70.9K 0.08% 175

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $315B AUM 27.84% 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

NuWave Investment Management's MRSH Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Marsh (MRSH) in Q3 2022: 885 shares worth $132K. The stake represents 0.15% of the portfolio and ranks #187 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in MRSH as recently as Q3 2021.

NuWave Investment Management first reported a position in MRSH in Q2 2013 and has held it in 21 quarters since. The position peaked at $739K in Q3 2019. 1,159 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • NuWave Investment Management held 885 shares of Marsh worth $132K as of Q3 2022.
  • Marsh was a new NuWave Investment Management position in Q3 2022.
  • Marsh made up 0.15% of NuWave Investment Management's portfolio in Q3 2022, its #187 holding.
  • NuWave Investment Management first reported a position in Marsh in Q2 2013 and has held it in 21 quarters since.
  • NuWave Investment Management's Marsh position peaked at $739K in Q3 2019.
  • 1,159 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.