OIS
MRSH

Okabena Investment Services’s Marsh MRSH Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-36
Closed -$6K – 204
2023
Q1 		$6K Buy
36
+22
+157% +$3.67K ﹤0.01% 121
2022
Q4 		$2.32K Buy
+14
New +$2.29K ﹤0.01% 182
2022
Q3 		– Sell
-303
Closed -$47K – 183
2022
Q2 		$47K Hold
303
– – 0.02% 137
2022
Q1 		$52K Hold
303
– – 0.02% 141
2021
Q4 		$53K Buy
+303
New +$50.3K 0.02% 151

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Okabena Investment Services's MRSH Position: Q2 2023 in Review

Okabena Investment Services sold out of Marsh (MRSH) in Q2 2023, closing a stake of 36 shares — an estimated $6K sold.

Okabena Investment Services first reported a position in MRSH in Q4 2021 and held it in 5 quarters. The position peaked at $53K in Q4 2021. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • Okabena Investment Services reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 36 Marsh shares in Q2 2023, an estimated $6K.
  • Okabena Investment Services first reported a position in Marsh in Q4 2021 and held it in 5 quarters.
  • Okabena Investment Services's Marsh position peaked at $53K in Q4 2021.
  • 1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.