SIA
MRSH

Sit Investment Associates’s Marsh MRSH Stock Holding History

Sit Investment Associates’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
2018
Q2 		– Sell
-175,325
Closed -$14.5M – 553
2018
Q1 		$14.5M Buy
+175,325
New +$14.5M 0.36% 92
2017
Q4 		– Sell
-95,000
Closed -$7.96M – 650
2017
Q3 		$7.96M Sell
95,000
-134,628
-59% -$10.7M 0.2% 136
2017
Q2 		$17.9M Buy
229,628
+213,691
+1,341% +$16.1M 0.44% 82
2017
Q1 		$1.18M Sell
15,937
-150
-0.9% -$10.7K 0.03% 337
2016
Q4 		$1.09M Buy
16,087
+122
+0.8% +$8.18K 0.03% 327
2016
Q3 		$1.07M Hold
15,965
– – 0.03% 301
2016
Q2 		$1.09M Sell
15,965
-1,350
-8% -$86.7K 0.03% 306
2016
Q1 		$1.05M Hold
17,315
– – 0.02% 314
2015
Q4 		$960K Sell
17,315
-7,650
-31% -$422K 0.02% 324
2015
Q3 		$1.3M Sell
24,965
-386,950
-94% -$21.6M 0.02% 292
2015
Q2 		$23.4M Sell
411,915
-140,975
-25% -$8.14M 0.43% 92
2015
Q1 		$31M Buy
552,890
+15,135
+3% +$853K 0.54% 82
2014
Q4 		$30.8M Sell
537,755
-303,455
-36% -$16.6M 0.51% 74
2014
Q3 		$44M Sell
841,210
-81,950
-9% -$4.27M 0.77% 39
2014
Q2 		$47.8M Sell
923,160
-94,890
-9% -$4.71M 0.81% 31
2014
Q1 		$50.2M Buy
1,018,050
+36,510
+4% +$1.75M 0.88% 29
2013
Q4 		$47.5M Buy
981,540
+7,375
+0.8% +$342K 0.84% 32
2013
Q3 		$42.4M Sell
974,165
-130,155
-12% -$5.47M 0.81% 38
2013
Q2 		$44.1M Buy
+1,104,320
New +$43.2M 0.89% 33

Other funds holding MRSH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sit Investment Associates's MRSH Position: Q2 2018 in Review

Sit Investment Associates sold out of Marsh (MRSH) in Q2 2018, closing a stake of 175,325 shares — an estimated $14.5M sold.

Sit Investment Associates first reported a position in MRSH in Q2 2013 and held it in 19 quarters. The position peaked at $50.2M in Q1 2014. 795 funds tracked by Wall St. Rank hold MRSH as of Q2 2018.

  • Sit Investment Associates reported no remaining Marsh position as of Q2 2018 after selling out during the quarter.
  • Sit Investment Associates sold 175,325 Marsh shares in Q2 2018, an estimated $14.5M.
  • Sit Investment Associates first reported a position in Marsh in Q2 2013 and held it in 19 quarters.
  • Sit Investment Associates's Marsh position peaked at $50.2M in Q1 2014.
  • 795 funds tracked by Wall St. Rank held Marsh as of Q2 2018.

Based on Sit Investment Associates's 13F filing for Q2 2018, filed 19 Jul 2018.