Security National Trust’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $77K | Hold |
545
| – | – | 0.02% | 234 |
|
|
2021
Q2 | $77K | Sell |
545
-135
| -20% | -$18.1K | 0.02% | 243 |
|
|
2021
Q1 | $83K | Sell |
680
-140
| -17% | -$16.1K | 0.02% | 237 |
|
|
2020
Q4 | $96K | Hold |
820
| – | – | 0.02% | 222 |
|
|
2020
Q3 | $94K | Sell |
820
-25
| -3% | -$2.87K | 0.03% | 215 |
|
|
2020
Q2 | $91K | Hold |
845
| – | – | 0.03% | 218 |
|
|
2020
Q1 | $73K | Sell |
845
-35
| -4% | -$3.73K | 0.03% | 220 |
|
|
2019
Q4 | $98K | Sell |
880
-30
| -3% | -$3.13K | 0.03% | 218 |
|
|
2019
Q3 | $91K | Sell |
910
-25
| -3% | -$2.5K | 0.03% | 212 |
|
|
2019
Q2 | $93K | Sell |
935
-187
| -17% | -$17.9K | 0.03% | 214 |
|
|
2019
Q1 | $105K | Hold |
1,122
| – | – | 0.03% | 206 |
|
|
2018
Q4 | $89K | Sell |
1,122
-20
| -2% | -$1.67K | 0.03% | 202 |
|
|
2018
Q3 | $94K | Sell |
1,142
-209
| -15% | -$17.7K | 0.03% | 217 |
|
|
2018
Q2 | $111K | Sell |
1,351
-65
| -5% | -$5.31K | 0.04% | 206 |
|
|
2018
Q1 | $117K | Sell |
1,416
-210
| -13% | -$17.4K | 0.04% | 201 |
|
|
2017
Q4 | $132K | Sell |
1,626
-74
| -4% | -$6.15K | 0.04% | 194 |
|
|
2017
Q3 | $142K | Sell |
1,700
-15
| -0.9% | -$1.19K | 0.05% | 198 |
|
|
2017
Q2 | $134K | Hold |
1,715
| – | – | 0.04% | 206 |
|
|
2017
Q1 | $127K | Sell |
1,715
-30
| -2% | -$2.14K | 0.04% | 210 |
|
|
2016
Q4 | $118K | Hold |
1,745
| – | – | 0.04% | 211 |
|
|
2016
Q3 | $117K | Hold |
1,745
| – | – | 0.04% | 210 |
|
|
2016
Q2 | $119K | Hold |
1,745
| – | – | 0.04% | 204 |
|
|
2016
Q1 | $106K | Hold |
1,745
| – | – | 0.04% | 213 |
|
|
2015
Q4 | $97K | Hold |
1,745
| – | – | 0.04% | 214 |
|
|
2015
Q3 | $91K | Hold |
1,745
| – | – | 0.04% | 220 |
|
|
2015
Q2 | $99K | Hold |
1,745
| – | – | 0.04% | 225 |
|
|
2015
Q1 | $98K | Hold |
1,745
| – | – | 0.03% | 232 |
|
|
2014
Q4 | $100K | Buy |
1,745
+321
| +23% | +$17.6K | 0.04% | 222 |
|
|
2014
Q3 | $75K | Buy |
1,424
+139
| +11% | +$7.25K | 0.03% | 244 |
|
|
2014
Q2 | $67K | Hold |
1,285
| – | – | 0.03% | 256 |
|
|
2014
Q1 | $63K | Sell |
1,285
-285
| -18% | -$13.7K | 0.03% | 258 |
|
|
2013
Q4 | $76K | Hold |
1,570
| – | – | 0.03% | 242 |
|
|
2013
Q3 | $68K | Hold |
1,570
| – | – | 0.03% | 237 |
|
|
2013
Q2 | $63K | Buy |
+1,570
| New | +$61.4K | 0.03% | 244 |
|
Other funds holding MRSH
Security National Trust's MRSH Position: Q3 2021 in Review
Security National Trust held its Marsh (MRSH) position steady in Q3 2021 at 545 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #234.
Security National Trust first reported a position in MRSH in Q2 2013 and has held it in 34 quarters since. The position peaked at $142K in Q3 2017. 1,074 funds tracked by Wall St. Rank hold MRSH as of Q3 2021.
- Security National Trust held 545 shares of Marsh worth $77K as of Q3 2021.
- Security National Trust left its Marsh share count unchanged in Q3 2021.
- Marsh made up 0.02% of Security National Trust's portfolio in Q3 2021, its #234 holding.
- Security National Trust first reported a position in Marsh in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's Marsh position peaked at $142K in Q3 2017.
- 1,074 funds tracked by Wall St. Rank held Marsh as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.