PW
MRSH

Price Wealth’s Marsh MRSH Stock Holding History

Price Wealth’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
2020
Q2 		– Sell
-11
Closed -$1K – 513
2020
Q1 		$1K Buy
+11
New +$1.17K ﹤0.01% 345
2018
Q3 		– Sell
-151
Closed -$12K – 337
2018
Q2 		$12K Buy
151
+106
+236% +$8.65K ﹤0.01% 275
2018
Q1 		$4K Sell
45
-45
-50% -$3.73K ﹤0.01% 254
2017
Q4 		$7K Buy
+90
New +$7.48K ﹤0.01% 227

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Price Wealth's MRSH Position: Q2 2020 in Review

Price Wealth sold out of Marsh (MRSH) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

Price Wealth first reported a position in MRSH in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q2 2018. 910 funds tracked by Wall St. Rank hold MRSH as of Q2 2020.

  • Price Wealth reported no remaining Marsh position as of Q2 2020 after selling out during the quarter.
  • Price Wealth sold 11 Marsh shares in Q2 2020, an estimated $1K.
  • Price Wealth first reported a position in Marsh in Q4 2017 and held it in 4 quarters.
  • Price Wealth's Marsh position peaked at $12K in Q2 2018.
  • 910 funds tracked by Wall St. Rank held Marsh as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.