PagnatoKarp Partners’s Marsh MRSH Stock Holding History

PagnatoKarp Partners’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 Q3	–	Sell	-2,371	Closed	-$237K	–	198
2019 Q2	$237K	Buy	+2,371	New	+$227K	0.05%	163

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PagnatoKarp Partners's MRSH Position: Q3 2019 in Review

PagnatoKarp Partners sold out of Marsh (MRSH) in Q3 2019, closing a stake of 2,371 shares — an estimated $237K sold.

PagnatoKarp Partners first reported a position in MRSH in Q2 2019 and held it in 1 quarter. The position peaked at $237K in Q2 2019. 835 funds tracked by Wall St. Rank hold MRSH as of Q3 2019.

PagnatoKarp Partners reported no remaining Marsh position as of Q3 2019 after selling out during the quarter.
PagnatoKarp Partners sold 2,371 Marsh shares in Q3 2019, an estimated $237K.
PagnatoKarp Partners first reported a position in Marsh in Q2 2019 and held it in 1 quarter.
PagnatoKarp Partners's Marsh position peaked at $237K in Q2 2019.
835 funds tracked by Wall St. Rank held Marsh as of Q3 2019.

Based on PagnatoKarp Partners's 13F filing for Q3 2019, filed 8 Nov 2019.