RKL Wealth Management’s Marsh MRSH Stock Holding History

RKL Wealth Management’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
2023 Q2	–	Sell	-1,713	Closed	-$285K	–	135
2023 Q1	$285K	Sell	1,713 -10	-0.6%	-$1.67K	0.04%	116
2022 Q4	$285K	Hold	1,723	–	–	0.04%	114
2022 Q3	$257K	Buy	1,723 +16	+0.9%	+$2.57K	0.04%	116
2022 Q2	$265K	Buy	1,707 +404	+31%	+$64.7K	0.04%	118
2022 Q1	$222K	Hold	1,303	–	–	0.03%	135
2021 Q4	$226K	Sell	1,303 -900	-41%	-$150K	0.03%	121
2021 Q3	$334K	Hold	2,203	–	–	0.04%	103
2021 Q2	$310K	Sell	2,203 -500	-18%	-$67K	0.04%	109
2021 Q1	$329K	Hold	2,703	–	–	0.04%	106
2020 Q4	$316K	Hold	2,703	–	–	0.04%	105
2020 Q3	$310K	Hold	2,703	–	–	0.05%	101
2020 Q2	$290K	Sell	2,703 -928	-26%	-$93.9K	0.05%	99
2020 Q1	$314K	Sell	3,631 -1,772	-33%	-$189K	0.07%	97
2019 Q4	$602K	Hold	5,403	–	–	0.11%	85
2019 Q3	$541K	Sell	5,403 -10	-0.2%	-$1K	0.1%	91
2019 Q2	$540K	Hold	5,413	–	–	0.1%	94
2019 Q1	$509K	Buy	+5,413	New	+$479K	0.1%	100

Other funds holding MRSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RKL Wealth Management's MRSH Position: Q2 2023 in Review

RKL Wealth Management sold out of Marsh (MRSH) in Q2 2023, closing a stake of 1,713 shares — an estimated $285K sold.

RKL Wealth Management first reported a position in MRSH in Q1 2019 and held it in 17 quarters. The position peaked at $602K in Q4 2019. 1,255 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

RKL Wealth Management reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
RKL Wealth Management sold 1,713 Marsh shares in Q2 2023, an estimated $285K.
RKL Wealth Management first reported a position in Marsh in Q1 2019 and held it in 17 quarters.
RKL Wealth Management's Marsh position peaked at $602K in Q4 2019.
1,255 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on RKL Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.