Orrstown Financial Services’s Marsh MRSH Stock Holding History

Orrstown Financial 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
2019 Q4	–	Sell	-1,130	Closed	-$113K	–	169
2019 Q3	$113K	Sell	1,130 -230	-17%	-$23K	0.15%	99
2019 Q2	$136K	Sell	1,360 -185	-12%	-$17.7K	0.19%	93
2019 Q1	$145K	Sell	1,545 -340	-18%	-$30.1K	0.2%	90
2018 Q4	$151K	Hold	1,885	–	–	0.23%	80
2018 Q3	$156K	Hold	1,885	–	–	0.2%	84
2018 Q2	$154K	Sell	1,885 -275	-13%	-$22.4K	0.19%	86
2018 Q1	$178K	Buy	2,160 +580	+37%	+$48K	0.21%	88
2017 Q4	$129K	Hold	1,580	–	–	0.15%	98
2017 Q3	$133K	Sell	1,580 -217	-12%	-$17.2K	0.15%	96
2017 Q2	$140K	Buy	1,797 +182	+11%	+$13.7K	0.15%	95
2017 Q1	$120K	Buy	1,615 +340	+27%	+$24.3K	0.12%	98
2016 Q4	$88K	Hold	1,275	–	–	0.09%	104
2016 Q3	$86K	Buy	1,275 +595	+88%	+$39.9K	0.09%	106
2016 Q2	$47K	Buy	680 +620	+1,033%	+$39.8K	0.05%	117
2016 Q1	$4K	Buy	+60	New	+$3.36K	﹤0.01%	168

Other funds holding MRSH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return