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Pin Oak Investment Advisors’s Marsh MRSH Stock Holding History

Pin Oak Investment Advisors’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 		– Sell
-195
Closed -$27K – 418
2021
Q2 		$27K Hold
195
– – 0.03% 220
2021
Q1 		$24K Sell
195
-93
-32% -$10.7K 0.02% 235
2020
Q4 		$34K Hold
288
– – 0.03% 216
2020
Q3 		$33K Hold
288
– – 0.03% 199
2020
Q2 		$31K Hold
288
– – 0.03% 194
2020
Q1 		$25K Hold
288
– – 0.03% 209
2019
Q4 		$32K Hold
288
– – 0.03% 215
2019
Q3 		$29K Hold
288
– – 0.02% 226
2019
Q2 		$29K Buy
+288
New +$27.6K 0.02% 240

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pin Oak Investment Advisors's MRSH Position: Q3 2021 in Review

Pin Oak Investment Advisors sold out of Marsh (MRSH) in Q3 2021, closing a stake of 195 shares — an estimated $27K sold.

Pin Oak Investment Advisors first reported a position in MRSH in Q2 2019 and held it in 9 quarters. The position peaked at $34K in Q4 2020. 1,074 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.

  • Pin Oak Investment Advisors reported no remaining Marsh position as of Q3 2021 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 195 Marsh shares in Q3 2021, an estimated $27K.
  • Pin Oak Investment Advisors first reported a position in Marsh in Q2 2019 and held it in 9 quarters.
  • Pin Oak Investment Advisors's Marsh position peaked at $34K in Q4 2020.
  • 1,074 funds tracked by Wall St. Rank held Marsh as of Q3 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.