SBL
MRSH

Sargent Bickham Lagudis’s Marsh MRSH Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$88.5K Hold
535
– – 0.01% 356
2022
Q3 		$80K Sell
535
-8
-1% -$1.28K 0.01% 344
2022
Q2 		$84K Buy
543
+181
+50% +$29K 0.01% 342
2022
Q1 		$62K Hold
362
– – ﹤0.01% 411
2021
Q4 		$63K Hold
362
– – ﹤0.01% 416
2021
Q3 		$55K Buy
362
+159
+78% +$24K ﹤0.01% 428
2021
Q2 		$29K Buy
+203
New +$27.2K ﹤0.01% 552

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sargent Bickham Lagudis's MRSH Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Marsh (MRSH) position steady in Q4 2022 at 535 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #356.

Sargent Bickham Lagudis first reported a position in MRSH in Q2 2021 and has held it in 7 quarters since. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Sargent Bickham Lagudis held 535 shares of Marsh worth $88.5K as of Q4 2022.
  • Sargent Bickham Lagudis left its Marsh share count unchanged in Q4 2022.
  • Marsh made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #356 holding.
  • Sargent Bickham Lagudis first reported a position in Marsh in Q2 2021 and has held it in 7 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.