Single Point Partners’s Marsh MRSH Stock Holding History

Single Point Partners’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 Q1	–	Sell	-1,327	Closed	-$220K	–	167
2022 Q4	$220K	Buy	+1,327	New	+$217K	0.05%	131
2022 Q3	–	Sell	-1,521	Closed	-$236K	–	138
2022 Q2	$236K	Sell	1,521 -154	-9%	-$24.7K	0.06%	106
2022 Q1	$285K	Buy	+1,675	New	+$264K	0.07%	85

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Single Point Partners's MRSH Position: Q1 2023 in Review

Single Point Partners sold out of Marsh (MRSH) in Q1 2023, closing a stake of 1,327 shares — an estimated $220K sold.

Single Point Partners first reported a position in MRSH in Q1 2022 and held it in 3 quarters. The position peaked at $285K in Q1 2022. 1,226 funds tracked by Wall St. Rank hold MRSH as of Q1 2023.

Single Point Partners reported no remaining Marsh position as of Q1 2023 after selling out during the quarter.
Single Point Partners sold 1,327 Marsh shares in Q1 2023, an estimated $220K.
Single Point Partners first reported a position in Marsh in Q1 2022 and held it in 3 quarters.
Single Point Partners's Marsh position peaked at $285K in Q1 2022.
1,226 funds tracked by Wall St. Rank held Marsh as of Q1 2023.

Based on Single Point Partners's 13F filing for Q1 2023, filed 6 Apr 2023.