PCMC
MRSH

Planning Capital Management Corporation’s Marsh MRSH Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-55
Closed -$11.6K – 868
2024
Q2 		$11.6K Hold
55
– – 0.01% 391
2024
Q1 		$11.3K Buy
55
+9
+20% +$1.79K 0.01% 404
2023
Q4 		$8.72K Buy
+46
New +$8.89K 0.01% 429

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Planning Capital Management Corporation's MRSH Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Marsh (MRSH) in Q3 2024, closing a stake of 55 shares — an estimated $11.6K sold.

Planning Capital Management Corporation first reported a position in MRSH in Q4 2023 and held it in 3 quarters. The position peaked at $11.6K in Q2 2024. 1,526 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Marsh position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 55 Marsh shares in Q3 2024, an estimated $11.6K.
  • Planning Capital Management Corporation first reported a position in Marsh in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Marsh position peaked at $11.6K in Q2 2024.
  • 1,526 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.