OAM
MRSH

Optimal Asset Management’s Marsh MRSH Stock Holding History

Optimal Asset 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
2021
Q3 		$772K Hold
5,100
– – 0.1% 264
2021
Q2 		$717K Hold
5,100
– – 0.08% 288
2021
Q1 		$621K Buy
5,100
+3,200
+168% +$369K 0.08% 292
2020
Q4 		$222K Hold
1,900
– – 0.03% 388
2020
Q3 		$218K Buy
+1,900
New +$218K 0.03% 390

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimal Asset Management's MRSH Position: Q3 2021 in Review

Optimal Asset Management held its Marsh (MRSH) position steady in Q3 2021 at 5,100 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #264.

Optimal Asset Management first reported a position in MRSH in Q3 2020 and has held it in 5 quarters since. 1,073 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

  • Optimal Asset Management held 5,100 shares of Marsh worth $772K as of Q3 2021.
  • Optimal Asset Management left its Marsh share count unchanged in Q3 2021.
  • Marsh made up 0.1% of Optimal Asset Management's portfolio in Q3 2021, its #264 holding.
  • Optimal Asset Management first reported a position in Marsh in Q3 2020 and has held it in 5 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.