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Oakbrook Investments’s Marsh MRSH Stock Holding History

Oakbrook Investments’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
2019
Q4 		– Sell
-15,650
Closed -$1.57M – 613
2019
Q3 		$1.57M Buy
+15,650
New +$1.56M 0.1% 146
2018
Q1 		– Sell
-23,380
Closed -$1.9M – 603
2017
Q4 		$1.9M Buy
23,380
+780
+3% +$64.8K 0.12% 129
2017
Q3 		$1.89M Sell
22,600
-19,100
-46% -$1.51M 0.12% 139
2017
Q2 		$3.25M Sell
41,700
-3,450
-8% -$261K 0.22% 87
2017
Q1 		$3.34M Sell
45,150
-1,400
-3% -$100K 0.22% 84
2016
Q4 		$3.15M Sell
46,550
-13,000
-22% -$872K 0.21% 88
2016
Q3 		$4M Buy
59,550
+26,350
+79% +$1.76M 0.24% 76
2016
Q2 		$2.27M Buy
+33,200
New +$2.13M 0.13% 153
2016
Q1 		– Sell
-31,440
Closed -$1.74M – 554
2015
Q4 		$1.74M Sell
31,440
-2,260
-7% -$125K 0.11% 159
2015
Q3 		$1.76M Sell
33,700
-300
-0.9% -$16.8K 0.12% 162
2015
Q2 		$1.93M Sell
34,000
-6,000
-15% -$347K 0.12% 160
2015
Q1 		$2.24M Buy
+40,000
New +$2.26M 0.12% 169
2014
Q3 		– Sell
-178,160
Closed -$9.23M – 575
2014
Q2 		$9.23M Buy
178,160
+700
+0.4% +$34.8K 0.28% 96
2014
Q1 		$8.75M Sell
177,460
-30,567
-15% -$1.46M 0.28% 83
2013
Q4 		$10.1M Sell
208,027
-10,900
-5% -$505K 0.28% 91
2013
Q3 		$9.53M Sell
218,927
-11,050
-5% -$465K 0.28% 91
2013
Q2 		$9.18M Buy
+229,977
New +$9M 0.27% 102

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Oakbrook Investments's MRSH Position: Q4 2019 in Review

Oakbrook Investments sold out of Marsh (MRSH) in Q4 2019, closing a stake of 15,650 shares — an estimated $1.57M sold.

Oakbrook Investments first reported a position in MRSH in Q2 2013 and held it in 17 quarters. The position peaked at $10.1M in Q4 2013. 924 funds tracked by Wall St. Rank hold MRSH as of Q4 2019.

  • Oakbrook Investments reported no remaining Marsh position as of Q4 2019 after selling out during the quarter.
  • Oakbrook Investments sold 15,650 Marsh shares in Q4 2019, an estimated $1.57M.
  • Oakbrook Investments first reported a position in Marsh in Q2 2013 and held it in 17 quarters.
  • Oakbrook Investments's Marsh position peaked at $10.1M in Q4 2013.
  • 924 funds tracked by Wall St. Rank held Marsh as of Q4 2019.

Based on Oakbrook Investments's 13F filing for Q4 2019, filed 6 Feb 2020.