OFS
MRSH

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
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 $3.37T AUM 44.26% 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

Orrstown Financial Services's MRSH Position: Q4 2019 in Review

Orrstown Financial Services sold out of Marsh (MRSH) in Q4 2019, closing a stake of 1,130 shares — an estimated $113K sold.

Orrstown Financial Services first reported a position in MRSH in Q1 2016 and held it in 15 quarters. The position peaked at $178K in Q1 2018. 924 funds tracked by Wall St. Rank hold MRSH as of Q4 2019.

  • Orrstown Financial Services reported no remaining Marsh position as of Q4 2019 after selling out during the quarter.
  • Orrstown Financial Services sold 1,130 Marsh shares in Q4 2019, an estimated $113K.
  • Orrstown Financial Services first reported a position in Marsh in Q1 2016 and held it in 15 quarters.
  • Orrstown Financial Services's Marsh position peaked at $178K in Q1 2018.
  • 924 funds tracked by Wall St. Rank held Marsh as of Q4 2019.

Based on Orrstown Financial Services's 13F filing for Q4 2019, filed 17 Jan 2020.